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

WR Wealth Planners’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
2024 Q4	$9.36K	Sell	71 -62	-47%	-$8.55K	﹤0.01%	603
2024 Q3	$18K	Hold	133	–	–	0.01%	512
2024 Q2	$16.2K	Sell	133 -47	-26%	-$5.79K	﹤0.01%	483
2024 Q1	$22.7K	Buy	+180	New	+$21.2K	0.01%	429
2023 Q4	–	Sell	-922	Closed	-$93.5K	–	875
2023 Q3	$93.5K	Hold	922	–	–	0.04%	249
2023 Q2	$98.9K	Buy	922 +742	+412%	+$74.7K	0.04%	242
2023 Q1	$18.2K	Buy	180 +133	+283%	+$13.4K	0.01%	444
2022 Q4	$4.62K	Hold	47	–	–	﹤0.01%	334
2022 Q3	$3.89K	Hold	47	–	–	﹤0.01%	338
2022 Q2	$4.11K	Hold	47	–	–	﹤0.01%	358
2022 Q1	$4.84K	Buy	+47	New	+$4.77K	﹤0.01%	360

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WR Wealth Planners's XLI Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 47% in Q4 2024, selling an estimated $8.55K and leaving 71 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

WR Wealth Planners first reported a position in XLI in Q1 2022 and has held it in 11 quarters since. The position peaked at $98.9K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

WR Wealth Planners held 71 shares of State Street Industrial Select Sector SPDR ETF worth $9.36K as of Q4 2024.
WR Wealth Planners sold 62 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $8.55K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #603 holding.
WR Wealth Planners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Industrial Select Sector SPDR ETF position peaked at $98.9K in Q2 2023.
1,371 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.