Valley Brook Capital Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Valley Brook Capital 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
2021 Q2	–	Sell	-590	Closed	-$58K	–	439
2021 Q1	$58K	Buy	590 +434	+278%	+$39.7K	0.05%	206
2020 Q4	$13K	Buy	+156	New	+$13.1K	0.01%	314

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valley Brook Capital Group's XLI Position: Q2 2021 in Review

Valley Brook Capital Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2021, closing a stake of 590 shares — an estimated $58K sold.

Valley Brook Capital Group first reported a position in XLI in Q4 2020 and held it in 2 quarters. The position peaked at $58K in Q1 2021. 1,010 funds tracked by Wall St. Rank hold XLI as of Q2 2021.

Valley Brook Capital Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Valley Brook Capital Group sold 590 State Street Industrial Select Sector SPDR ETF shares in Q2 2021, an estimated $58K.
Valley Brook Capital Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
Valley Brook Capital Group's State Street Industrial Select Sector SPDR ETF position peaked at $58K in Q1 2021.
1,010 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.