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

Wipfli Financial 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
2022 Q3	$231K	Buy	+2,789	New	+$257K	0.02%	404

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wipfli Financial Advisors's XLI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022: 2,789 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings.

934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Wipfli Financial Advisors held 2,789 shares of State Street Industrial Select Sector SPDR ETF worth $231K as of Q3 2022.
State Street Industrial Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #404 holding.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.