Vigilant Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vigilant Capital Management’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 Q2	–	Sell	-150	Closed	-$15K	–	484
2023 Q1	$15K	Sell	150 -76	-34%	-$7.64K	﹤0.01%	362
2022 Q4	$22K	Sell	226 -77	-25%	-$7.33K	﹤0.01%	337
2022 Q3	$25K	Hold	303	–	–	﹤0.01%	363
2022 Q2	$26K	Hold	303	–	–	﹤0.01%	337
2022 Q1	$31K	Hold	303	–	–	﹤0.01%	339
2021 Q4	$32K	Hold	303	–	–	﹤0.01%	361
2021 Q3	$30K	Buy	303 +165	+120%	+$16.9K	﹤0.01%	318
2021 Q2	$14K	Buy	+138	New	+$14.1K	﹤0.01%	353
2020 Q1	–	Sell	-220	Closed	-$18K	–	465
2019 Q4	$18K	Hold	220	–	–	﹤0.01%	399
2019 Q3	$17K	Buy	+220	New	+$16.9K	﹤0.01%	327
2018 Q4	–	Sell	-85	Closed	-$7K	–	512
2018 Q3	$7K	Sell	85 -465	-85%	-$35.4K	﹤0.01%	410
2018 Q2	$39K	Buy	+550	New	+$40.8K	0.01%	280

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

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

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

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

Vigilant Capital Management's XLI Position: Q2 2023 in Review

Vigilant Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 150 shares — an estimated $15K sold.

Vigilant Capital Management first reported a position in XLI in Q2 2018 and held it in 12 quarters. The position peaked at $39K in Q2 2018. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Vigilant Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Vigilant Capital Management sold 150 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $15K.
Vigilant Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 12 quarters.
Vigilant Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $39K in Q2 2018.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.