Waypoint Wealth Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Waypoint Wealth Counsel’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 Q1	–	Sell	-4,737	Closed	-$465K	–	99
2022 Q4	$465K	Buy	+4,737	New	+$451K	0.37%	54

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

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

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

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

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

Waypoint Wealth Counsel's XLI Position: Q1 2023 in Review

Waypoint Wealth Counsel sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 4,737 shares — an estimated $465K sold.

Waypoint Wealth Counsel first reported a position in XLI in Q4 2022 and held it in 1 quarter. The position peaked at $465K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Waypoint Wealth Counsel reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Waypoint Wealth Counsel sold 4,737 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $465K.
Waypoint Wealth Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Waypoint Wealth Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $465K in Q4 2022.
1,051 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2023, filed 4 Apr 2024.