Tuttle Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tuttle Capital Management’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
2023 Q3	–	Sell	-6,489	Closed	-$696K	–	71
2023 Q2	$696K	Sell	6,489 -589	-8%	-$59.3K	3.29%	7
2023 Q1	$716K	Hold	7,078	–	–	4.65%	6
2022 Q4	$695K	Hold	7,078	–	–	2.76%	11
2022 Q3	$586K	Buy	7,078 +2,182	+45%	+$201K	2.01%	11
2022 Q2	$428K	Buy	+4,896	New	+$462K	1.19%	34
2022 Q1	–	Sell	-6,137	Closed	-$649K	–	115
2021 Q4	$649K	Buy	+6,137	New	+$637K	0.99%	46

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tuttle Capital Management's XLI Position: Q3 2023 in Review

Tuttle Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 6,489 shares — an estimated $696K sold.

Tuttle Capital Management first reported a position in XLI in Q4 2021 and held it in 6 quarters. The position peaked at $716K in Q1 2023. 1,087 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Tuttle Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tuttle Capital Management sold 6,489 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $696K.
Tuttle Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
Tuttle Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $716K in Q1 2023.
1,087 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Tuttle Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.