UBP Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

UBP Investment Advisors’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
2022 Q2	–	Sell	-61,718	Closed	-$1.37M	–	129
2022 Q1	$1.37M	Buy	61,718 +59,418	+2,583%	+$6.04M	0.51%	38
2021 Q4	$240K	Hold	2,300	–	–	0.09%	93
2021 Q3	$230K	Hold	2,300	–	–	0.09%	97
2021 Q2	$240K	Hold	2,300	–	–	0.09%	103
2021 Q1	$230K	Hold	2,300	–	–	0.09%	100
2020 Q4	$204K	Buy	+2,300	New	+$194K	0.11%	80

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

UBP Investment Advisors's XLI Position: Q2 2022 in Review

UBP Investment Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 61,718 shares — an estimated $1.37M sold.

UBP Investment Advisors first reported a position in XLI in Q4 2020 and held it in 6 quarters. The position peaked at $1.37M in Q1 2022. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

UBP Investment Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
UBP Investment Advisors sold 61,718 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $1.37M.
UBP Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
UBP Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.37M in Q1 2022.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.