TPB Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,380
Closed -$252K 51
2021
Q4
$252K Buy
+2,380
New +$247K 0.12% 41

Other funds holding XLI

TPB Wealth Advisors's XLI Position: Q1 2022 in Review

TPB Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 2,380 shares — an estimated $252K sold.

TPB Wealth Advisors first reported a position in XLI in Q4 2021 and held it in 1 quarter. The position peaked at $252K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

  • TPB Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • TPB Wealth Advisors sold 2,380 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $252K.
  • TPB Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • TPB Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $252K in Q4 2021.
  • 1,068 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on TPB Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.