Viridian RIA’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Viridian RIA’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 Q1	–	Sell	-170,546	Closed	-$17.3M	–	10
2021 Q4	$18M	Buy	+170,546	New	+$17.7M	3.81%	9
2021 Q2	–	Hold	0	–	–	–	10
2021 Q1	–	Sell	-156,276	Closed	-$14.3M	–	9
2020 Q4	$13.8M	Buy	+156,276	New	+$13.2M	3.84%	10
2019 Q1	–	Sell	-6,181	Closed	-$398K	–	56
2018 Q4	$398K	Sell	6,181 -8,700	-58%	-$617K	0.2%	47
2018 Q3	$1.17M	Sell	14,881 -111,067	-88%	-$8.46M	0.51%	29
2018 Q2	$9.04M	Sell	125,948 -32,541	-21%	-$2.41M	4.42%	7
2018 Q1	$11.8M	Buy	+158,489	New	+$12.2M	5.62%	7

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Viridian RIA's XLI Position: Q1 2022 in Review

Viridian RIA sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 170,546 shares — an estimated $17.3M sold.

Viridian RIA first reported a position in XLI in Q1 2018 and held it in 6 quarters. The position peaked at $18M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Viridian RIA reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 170,546 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $17.3M.
Viridian RIA first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 6 quarters.
Viridian RIA's State Street Industrial Select Sector SPDR ETF position peaked at $18M in Q4 2021.
1,069 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.