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

Zions Bancorporation’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	$5.14K	Buy	+39	New	+$5.38K	﹤0.01%	702
2021 Q3	–	Sell	-159	Closed	-$16K	–	1068
2021 Q2	$16K	Hold	159	–	–	﹤0.01%	643
2021 Q1	$16K	Hold	159	–	–	﹤0.01%	616
2020 Q4	$14K	Hold	159	–	–	﹤0.01%	616
2020 Q3	$12K	Buy	+159	New	+$11.9K	﹤0.01%	642
2019 Q1	–	Sell	-189	Closed	-$12K	–	992
2018 Q4	$12K	Sell	189 -914	-83%	-$64.8K	0.01%	318
2018 Q3	$86K	Buy	+1,103	New	+$84K	0.02%	255
2018 Q2	–	Sell	-1,300	Closed	-$97K	–	713
2018 Q1	$97K	Buy	+1,300	New	+$100K	0.02%	196
2017 Q4	–	Sell	-1,300	Closed	-$92K	–	987
2017 Q3	$92K	Hold	1,300	–	–	0.01%	446
2017 Q2	$89K	Hold	1,300	–	–	0.02%	187
2017 Q1	$85K	Hold	1,300	–	–	0.02%	165
2016 Q4	$81K	Hold	1,300	–	–	0.01%	184
2016 Q3	$76K	Hold	1,300	–	–	0.01%	190
2016 Q2	$73K	Buy	+1,300	New	+$72.5K	0.01%	185
2015 Q2	–	Sell	-18	Closed	-$1K	–	754
2015 Q1	$1K	Buy	+18	New	+$1.01K	﹤0.01%	891

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

Zions Bancorporation's XLI Position: Q4 2024 in Review

Zions Bancorporation opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024: 39 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Zions Bancorporation previously reported a position in XLI as recently as Q2 2021.

Zions Bancorporation first reported a position in XLI in Q1 2015 and has held it in 15 quarters since. The position peaked at $97K in Q1 2018. 1,371 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Zions Bancorporation held 39 shares of State Street Industrial Select Sector SPDR ETF worth $5.14K as of Q4 2024.
State Street Industrial Select Sector SPDR ETF was a new Zions Bancorporation position in Q4 2024.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #702 holding.
Zions Bancorporation first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 15 quarters since.
Zions Bancorporation's State Street Industrial Select Sector SPDR ETF position peaked at $97K in Q1 2018.
1,371 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.