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

Welch Group’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
2022 Q1	–	Sell	-5,353	Closed	-$566K	–	227
2021 Q4	$566K	Buy	5,353 +2,547	+91%	+$265K	0.03%	117
2021 Q3	$275K	Sell	2,806 -153	-5%	-$15.7K	0.02%	155
2021 Q2	$303K	Sell	2,959 -626	-17%	-$64.1K	0.02%	139
2021 Q1	$353K	Sell	3,585 -2,354	-40%	-$216K	0.03%	127
2020 Q4	$526K	Buy	5,939 +859	+17%	+$72.4K	0.04%	96
2020 Q3	$391K	Buy	+5,080	New	+$380K	0.03%	104
2017 Q3	–	Sell	-1,731	Closed	-$118K	–	153
2017 Q2	$118K	Buy	+1,731	New	+$116K	0.02%	150
2016 Q1	–	Sell	-6,717	Closed	-$356K	–	152
2015 Q4	$356K	Sell	6,717 -8,970	-57%	-$481K	0.06%	75
2015 Q3	$783K	Buy	+15,687	New	+$826K	0.15%	50

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Welch Group's XLI Position: Q1 2022 in Review

Welch Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2022, closing a stake of 5,353 shares — an estimated $566K sold.

Welch Group first reported a position in XLI in Q3 2015 and held it in 9 quarters. The position peaked at $783K in Q3 2015. 1,069 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

Welch Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Welch Group sold 5,353 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $566K.
Welch Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and held it in 9 quarters.
Welch Group's State Street Industrial Select Sector SPDR ETF position peaked at $783K in Q3 2015.
1,069 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

Based on Welch Group's 13F filing for Q1 2022, filed 29 Apr 2022.