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XLI icon

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

WealthPLAN Partners’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
-538
Closed -$57.7K – 1194
2023
Q2 		$57.7K Buy
538
+37
+7% +$3.73K 0.01% 483
2023
Q1 		$50.7K Buy
+501
New +$50.4K 0.01% 554
2016
Q3 		$145K Buy
2,502
+794
+46% +$46.1K 0.05% 183
2016
Q2 		$78.2K Buy
+1,708
New +$95.2K 0.01% 708
2015
Q4 		$139K Buy
+2,620
New +$141K 0.02% 334
2015
Q2 		– Sell
-231
Closed -$13K – 517
2015
Q1 		$13K Buy
+231
New +$13K 0.01% 358

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 $761B 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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return