W.H. Cornerstone Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

W.H. Cornerstone Investments’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
2024 Q2	–	Sell	-1,613	Closed	-$203K	–	133
2024 Q1	$203K	Buy	+1,613	New	+$190K	0.15%	131
2023 Q3	–	Sell	-2,093	Closed	-$225K	–	136
2023 Q2	$225K	Buy	2,093 +11	+0.5%	+$1.11K	0.2%	109
2023 Q1	$211K	Sell	2,082 -687	-25%	-$69.1K	0.19%	122
2022 Q4	$284K	Buy	+2,769	New	+$264K	0.27%	90

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

W.H. Cornerstone Investments's XLI Position: Q2 2024 in Review

W.H. Cornerstone Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2024, closing a stake of 1,613 shares — an estimated $203K sold.

W.H. Cornerstone Investments first reported a position in XLI in Q4 2022 and held it in 4 quarters. The position peaked at $284K in Q4 2022. 1,223 funds tracked by Wall St. Rank hold XLI as of Q2 2024.

W.H. Cornerstone Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 1,613 State Street Industrial Select Sector SPDR ETF shares in Q2 2024, an estimated $203K.
W.H. Cornerstone Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
W.H. Cornerstone Investments's State Street Industrial Select Sector SPDR ETF position peaked at $284K in Q4 2022.
1,223 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2024, filed 17 Jul 2024.