V2 Financial group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

V2 Financial group’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 Q1	–	Sell	-5,225	Closed	-$513K	–	65
2022 Q4	$513K	Hold	5,225	–	–	0.41%	35
2022 Q3	$433K	Hold	5,225	–	–	0.38%	37
2022 Q2	$456K	Buy	5,225 +400	+8%	+$37.7K	0.37%	38
2022 Q1	$497K	Sell	4,825 -502	-9%	-$51K	0.38%	41
2021 Q4	$564K	Buy	5,327 +227	+4%	+$23.6K	0.44%	45
2021 Q3	$499K	Buy	5,100 +19	+0.4%	+$1.95K	0.43%	39
2021 Q2	$520K	Sell	5,081 -169	-3%	-$17.3K	0.44%	39
2021 Q1	$517K	Buy	5,250 +1,726	+49%	+$158K	0.47%	38
2020 Q4	$312K	Buy	+3,524	New	+$297K	0.32%	43

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

V2 Financial group's XLI Position: Q1 2023 in Review

V2 Financial group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 5,225 shares — an estimated $513K sold.

V2 Financial group first reported a position in XLI in Q4 2020 and held it in 9 quarters. The position peaked at $564K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

V2 Financial group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
V2 Financial group sold 5,225 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $513K.
V2 Financial group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
V2 Financial group's State Street Industrial Select Sector SPDR ETF position peaked at $564K in Q4 2021.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on V2 Financial group's 13F filing for Q1 2023, filed 10 May 2024.