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

TrinityPoint Wealth’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
Q4 		$1.33M Sell
10,101
-236
-2% -$32.5K 0.19% 124
2024
Q3 		$1.4M Buy
10,337
+108
+1% +$13.7K 0.2% 122
2024
Q2 		$1.25M Buy
10,229
+6
+0.1% +$739 0.19% 118
2024
Q1 		$1.29M Sell
10,223
-46
-0.4% -$5.41K 0.21% 111
2023
Q4 		$1.17M Sell
10,269
-14,668
-59% -$1.54M 0.21% 112
2023
Q3 		$2.53M Buy
24,937
+37
+0.1% +$3.96K 0.5% 52
2023
Q2 		$2.67M Sell
24,900
-130
-0.5% -$13.1K 0.52% 52
2023
Q1 		$2.53M Sell
25,030
-278
-1% -$28K 0.54% 48
2022
Q4 		$2.49M Sell
25,308
-439
-2% -$41.8K 0.57% 47
2022
Q3 		$2.13M Buy
25,747
+600
+2% +$55.2K 0.49% 53
2022
Q2 		$2.2M Sell
25,147
-2,324
-8% -$219K 0.49% 58
2022
Q1 		$2.83M Sell
27,471
-15,108
-35% -$1.53M 0.51% 53
2021
Q4 		$4.5M Buy
42,579
+1,084
+3% +$113K 0.8% 30
2021
Q3 		$4.06M Buy
41,495
+12,339
+42% +$1.27M 0.78% 32
2021
Q2 		$2.99M Sell
29,156
-27,188
-48% -$2.79M 0.61% 47
2021
Q1 		$5.55M Buy
56,344
+1,423
+3% +$130K 1.29% 14
2020
Q4 		$4.78M Buy
54,921
+7,949
+17% +$670K 1.15% 19
2020
Q3 		$3.62M Buy
46,972
+23,033
+96% +$1.72M 1% 20
2020
Q2 		$1.65M Buy
23,939
+6,956
+41% +$451K 0.52% 51
2020
Q1 		$1M Buy
+16,983
New +$1.28M 0.4% 69

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrinityPoint Wealth's XLI Position: Q4 2024 in Review

TrinityPoint Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.3% in Q4 2024, selling an estimated $32.5K and leaving 10,101 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #124.

TrinityPoint Wealth first reported a position in XLI in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.55M in Q1 2021. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • TrinityPoint Wealth held 10,101 shares of State Street Industrial Select Sector SPDR ETF worth $1.33M as of Q4 2024.
  • TrinityPoint Wealth sold 236 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $32.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of TrinityPoint Wealth's portfolio in Q4 2024, its #124 holding.
  • TrinityPoint Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
  • TrinityPoint Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $5.55M in Q1 2021.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.