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Triad Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Triad Wealth Partners’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-148
Closed -$18K – 963
2024
Q2 		$18K Buy
+148
New +$18.2K 0.01% 367

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Triad Wealth Partners's XLI Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 148 shares — an estimated $18K sold.

Triad Wealth Partners first reported a position in XLI in Q2 2024 and held it in 1 quarter. The position peaked at $18K in Q2 2024. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 148 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $18K.
  • Triad Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $18K in Q2 2024.
  • 1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.