Wealth Advisors of Tampa Bay’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wealth Advisors of Tampa Bay’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 Q4	–	Sell	-2,060	Closed	-$209K	–	101
2023 Q3	$209K	Buy	+2,060	New	+$221K	0.06%	94

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

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealth Advisors of Tampa Bay's XLI Position: Q4 2023 in Review

Wealth Advisors of Tampa Bay sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2023, closing a stake of 2,060 shares — an estimated $209K sold.

Wealth Advisors of Tampa Bay first reported a position in XLI in Q3 2023 and held it in 1 quarter. The position peaked at $209K in Q3 2023. 1,188 funds tracked by Wall St. Rank hold XLI as of Q4 2023.

Wealth Advisors of Tampa Bay reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 2,060 State Street Industrial Select Sector SPDR ETF shares in Q4 2023, an estimated $209K.
Wealth Advisors of Tampa Bay first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Wealth Advisors of Tampa Bay's State Street Industrial Select Sector SPDR ETF position peaked at $209K in Q3 2023.
1,188 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2023.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2023, filed 25 Jan 2024.