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Asset Management One’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Asset Management One’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
2023
Q2
–
Sell
-1,700
Closed
-$172K
–
1034
2023
Q1
$172K
Buy
+1,700
New
+$171K
﹤0.01%
920
2021
Q3
–
Sell
-7,500
Closed
-$768K
–
1063
2021
Q2
$768K
Buy
+7,500
New
+$768K
﹤0.01%
888
2020
Q4
–
Sell
-66,910
Closed
-$5.15M
–
1069
2020
Q3
$5.15M
Buy
66,910
+32,010
+92%
+$2.39M
0.02%
571
2020
Q2
$2.4M
Buy
+34,900
New
+$2.26M
0.01%
727
2018
Q4
–
Sell
-122,960
Closed
-$9.64M
–
1089
2018
Q3
$9.64M
Sell
122,960
-9,020
-7%
-$687K
0.02%
640
2018
Q2
$9.45M
Buy
+131,980
New
+$9.79M
0.02%
642
2017
Q2
–
Sell
-147,000
Closed
-$9.56M
–
1031
2017
Q1
$9.56M
Sell
147,000
-21,300
-13%
-$1.38M
0.03%
591
2016
Q4
$10.5M
Buy
+168,300
New
+$10.1M
0.03%
590
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
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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