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

Wealth Advisors’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	$230K	Buy	+2,267	New	+$243K	0.1%	62

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

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

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

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

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

Wealth Advisors's XLI Position: Q3 2023 in Review

Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023: 2,267 shares worth $230K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings.

1,086 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

Wealth Advisors held 2,267 shares of State Street Industrial Select Sector SPDR ETF worth $230K as of Q3 2023.
State Street Industrial Select Sector SPDR ETF was a new Wealth Advisors position in Q3 2023.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Wealth Advisors's portfolio in Q3 2023, its #62 holding.
1,086 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.