US Financial Advisors’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
Q2
Sell
-4,520
Closed -$445K 142
2021
Q1
$445K Buy
4,520
+260
+6% +$23.8K 0.12% 89
2020
Q4
$377K Buy
+4,260
New +$359K 0.11% 82
2016
Q2
Sell
-1,427
Closed -$79K 405
2016
Q1
$79K Sell
1,427
-103,289
-99% -$5.34M 0.14% 73
2015
Q4
$5.55M Buy
104,716
+103,710
+10,309% +$5.56M 5.27% 4
2015
Q3
$50K Sell
1,006
-109,314
-99% -$5.76M 0.08% 104
2015
Q2
$5.96M Buy
110,320
+542
+0.5% +$30.4K 5.63% 8
2015
Q1
$6.12M Sell
109,778
-3,853
-3% -$217K 5.56% 10
2014
Q4
$6.43M Buy
+113,631
New +$6.24M 5.74% 5

Other funds holding XLI

US Financial Advisors's XLI Position: Q2 2021 in Review

US Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 4,520 shares — an estimated $445K sold.

US Financial Advisors first reported a position in XLI in Q4 2014 and held it in 8 quarters. The position peaked at $6.43M in Q4 2014. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

  • US Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 4,520 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $445K.
  • US Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 8 quarters.
  • US Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.43M in Q4 2014.
  • 1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.