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

WealthOne’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	$201K	Buy	+1,981	New	+$212K	0.08%	83
2021 Q2	–	Sell	-3,728	Closed	-$367K	–	141
2021 Q1	$367K	Buy	3,728 +1,062	+40%	+$97.2K	0.16%	86
2020 Q4	$236K	Buy	+2,666	New	+$225K	0.11%	95
2019 Q1	–	Sell	-129	Closed	-$8K	–	562
2018 Q4	$8K	Buy	+129	New	+$9.14K	0.01%	407

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthOne's XLI Position: Q3 2023 in Review

WealthOne opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2023: 1,981 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #83 among its holdings. This is a return to the name: WealthOne previously reported a position in XLI as recently as Q1 2021.

WealthOne first reported a position in XLI in Q4 2018 and has held it in 4 quarters since. The position peaked at $367K in Q1 2021. 1,085 funds tracked by Wall St. Rank hold XLI as of Q3 2023.

WealthOne held 1,981 shares of State Street Industrial Select Sector SPDR ETF worth $201K as of Q3 2023.
State Street Industrial Select Sector SPDR ETF was a new WealthOne position in Q3 2023.
State Street Industrial Select Sector SPDR ETF made up 0.08% of WealthOne's portfolio in Q3 2023, its #83 holding.
WealthOne first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 4 quarters since.
WealthOne's State Street Industrial Select Sector SPDR ETF position peaked at $367K in Q1 2021.
1,085 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.