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XLI icon

Wambolt & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-2,343
Closed -$251K – 256
2023
Q2 		$251K Buy
2,343
+36
+2% +$3.63K 0.09% 220
2023
Q1 		$234K Buy
+2,307
New +$232K 0.08% 234

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wambolt & Associates's XLI Position: Q3 2023 in Review

Wambolt & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023, closing a stake of 2,343 shares — an estimated $251K sold.

Wambolt & Associates first reported a position in XLI in Q1 2023 and held it in 2 quarters. The position peaked at $251K in Q2 2023. 1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

  • Wambolt & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Wambolt & Associates sold 2,343 State Street Industrial Select Sector SPDR ETF shares in Q3 2023, an estimated $251K.
  • Wambolt & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Wambolt & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $251K in Q2 2023.
  • 1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Wambolt & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.