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AG
Advisor Group’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Advisor 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
2019
Q4
$6.54M
Sell
80,214
-13,578
-14%
-$1.08M
0.05%
335
2019
Q3
$7.28M
Sell
93,792
-23,267
-20%
-$1.78M
0.05%
303
2019
Q2
$9.07M
Sell
117,059
-2,902
-2%
-$221K
0.07%
242
2019
Q1
$9M
Buy
119,961
+21,474
+22%
+$1.55M
0.07%
227
2018
Q4
$6.35M
Sell
98,487
-5,439
-5%
-$385K
0.06%
261
2018
Q3
$8.15M
Sell
103,926
-880
-0.8%
-$67.1K
0.08%
211
2018
Q2
$7.51M
Sell
104,806
-110,509
-51%
-$8.2M
0.1%
180
2018
Q1
$16M
Buy
215,315
+18,714
+10%
+$1.44M
0.22%
89
2017
Q4
$14.9M
Buy
196,601
+84,230
+75%
+$6.13M
0.2%
95
2017
Q3
$7.98M
Buy
112,371
+2,241
+2%
+$154K
0.13%
164
2017
Q2
$7.5M
Sell
110,130
-109,829
-50%
-$7.33M
0.13%
156
2017
Q1
$14.3M
Sell
219,959
-43,816
-17%
-$2.83M
0.29%
68
2016
Q4
$16.4M
Buy
263,775
+132,997
+102%
+$8.01M
0.37%
44
2016
Q3
$7.64M
Buy
130,778
+37,249
+40%
+$2.16M
0.18%
120
2016
Q2
$5.23M
Buy
+93,529
New
+$5.21M
0.14%
171
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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