Vahanian & Associates Financial Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vahanian & Associates Financial Planning’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	-2,072	Closed	-$213K	–	65
2022 Q1	$213K	Sell	2,072 -3,499	-63%	-$355K	0.49%	56
2021 Q4	$589K	Buy	+5,571	New	+$579K	0.47%	54

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

Vahanian & Associates Financial Planning's XLI Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2022, closing a stake of 2,072 shares — an estimated $213K sold.

Vahanian & Associates Financial Planning first reported a position in XLI in Q4 2021 and held it in 2 quarters. The position peaked at $589K in Q4 2021. 974 funds tracked by Wall St. Rank hold XLI as of Q2 2022.

Vahanian & Associates Financial Planning reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 2,072 State Street Industrial Select Sector SPDR ETF shares in Q2 2022, an estimated $213K.
Vahanian & Associates Financial Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Vahanian & Associates Financial Planning's State Street Industrial Select Sector SPDR ETF position peaked at $589K in Q4 2021.
974 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.