ZIG
XLI icon

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

Zurich Insurance 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
2024
Q3 		– Sell
-8,185
Closed -$1.03M – 257
2024
Q2 		$1.03M Sell
8,185
-64,740
-89% -$7.98M 0.01% 220
2024
Q1 		$9.15M Buy
72,925
+5,650
+8% +$665K 0.08% 125
2023
Q4 		$7.54M Hold
67,275
– – 0.08% 130
2023
Q3 		$6.85M Hold
67,275
– – 0.07% 130
2023
Q2 		$7.33M Buy
67,275
+7,310
+12% +$736K 0.08% 113
2023
Q1 		$5.92M Hold
59,965
– – 0.07% 118
2022
Q4 		$5.08M Hold
59,965
– – 0.07% 104
2022
Q3 		$5.08M Buy
59,965
+3,000
+5% +$276K 0.08% 102
2022
Q2 		$4.97M Sell
56,965
-8,390
-13% -$791K 0.07% 119
2022
Q1 		$6.73M Sell
65,355
-18,300
-22% -$1.86M 0.08% 96
2021
Q4 		$8.81M Sell
83,655
-17,240
-17% -$1.79M 0.1% 79
2021
Q3 		$10.2M Hold
100,895
– – 0.12% 84
2021
Q2 		$10.2M Buy
100,895
+26,600
+36% +$2.73M 0.13% 86
2021
Q1 		$7.5M Buy
74,295
+9,400
+14% +$861K 0.11% 76
2020
Q4 		$5.82M Buy
64,895
+4,090
+7% +$345K 0.09% 79
2020
Q3 		$4.68M Buy
60,805
+18,960
+45% +$1.42M 0.08% 74
2020
Q2 		$2.5M Sell
41,845
-8,620
-17% -$559K 0.04% 87
2020
Q1 		$3.02M Buy
+50,465
New +$3.8M 0.06% 88
2019
Q1 		– Sell
-20,173
Closed -$1.3M – 490
2018
Q4 		$1.3M Buy
+20,173
New +$1.43M 0.03% 278
2016
Q2 		– Sell
-33,419
Closed -$1.86M – 379
2016
Q1 		$1.86M Sell
33,419
-33,710
-50% -$1.74M 0.07% 273
2015
Q4 		$3.57M Sell
67,129
-1,391
-2% -$74.6K 0.13% 184
2015
Q3 		$3.42M Buy
+68,520
New +$3.61M 0.13% 153

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Zurich Insurance Group's XLI Position: Q3 2024 in Review

Zurich Insurance Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 8,185 shares — an estimated $1.03M sold.

Zurich Insurance Group first reported a position in XLI in Q3 2015 and held it in 22 quarters. The position peaked at $10.2M in Q3 2021. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

  • Zurich Insurance Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Zurich Insurance Group sold 8,185 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $1.03M.
  • Zurich Insurance Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and held it in 22 quarters.
  • Zurich Insurance Group's State Street Industrial Select Sector SPDR ETF position peaked at $10.2M in Q3 2021.
  • 1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.