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

V Wealth 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
2023 Q3	–	Sell	-27,357	Closed	-$2.94M	–	378
2023 Q2	$2.94M	Buy	27,357 +550	+2%	+$55.4K	0.49%	40
2023 Q1	$2.71M	Buy	26,807 +12,490	+87%	+$1.26M	0.51%	38
2022 Q4	$1.41M	Buy	+14,317	New	+$1.36M	0.29%	78
2022 Q2	–	Sell	-8,741	Closed	-$900K	–	471
2022 Q1	$900K	Buy	8,741 +445	+5%	+$45.2K	0.14%	164
2021 Q4	$878K	Buy	8,296 +2,989	+56%	+$310K	0.13%	174
2021 Q3	$519K	Sell	5,307 -18	-0.3%	-$1.85K	0.08%	262
2021 Q2	$545K	Sell	5,325 -884	-14%	-$90.6K	0.09%	257
2021 Q1	$612K	Buy	6,209 +2,779	+81%	+$254K	0.11%	208
2020 Q4	$304K	Buy	+3,430	New	+$289K	0.06%	301
2017 Q3	–	Sell	-50	Closed	-$3K	–	719
2017 Q2	$3K	Buy	+50	New	+$3.34K	﹤0.01%	720

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

V Wealth Advisors's XLI Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 27,357 shares — an estimated $2.94M sold.

V Wealth Advisors first reported a position in XLI in Q2 2017 and held it in 10 quarters. The position peaked at $2.94M in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

V Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 27,357 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $2.94M.
V Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and held it in 10 quarters.
V Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.94M in Q2 2023.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.