Tru Independence Asset Management 2’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
2021
Q4
Sell
-2,307
Closed -$226K 146
2021
Q3
$226K Sell
2,307
-35,644
-94% -$3.66M 0.16% 91
2021
Q2
$3.89M Buy
37,951
+8,432
+29% +$864K 2.65% 15
2021
Q1
$2.91M Buy
29,519
+4,772
+19% +$437K 2.3% 16
2020
Q4
$2.19M Buy
+24,747
New +$2.09M 1.85% 16

Other funds holding XLI

Tru Independence Asset Management 2's XLI Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2021, closing a stake of 2,307 shares — an estimated $226K sold.

Tru Independence Asset Management 2 first reported a position in XLI in Q4 2020 and held it in 4 quarters. The position peaked at $3.89M in Q2 2021. 1,118 funds tracked by Wall St. Rank hold XLI as of Q4 2021.

  • Tru Independence Asset Management 2 reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 2,307 State Street Industrial Select Sector SPDR ETF shares in Q4 2021, an estimated $226K.
  • Tru Independence Asset Management 2 first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
  • Tru Independence Asset Management 2's State Street Industrial Select Sector SPDR ETF position peaked at $3.89M in Q2 2021.
  • 1,118 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.