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BFO
Boston Family Office’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Boston Family Office’s Portfolio
XLI Stock Details
XLI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-2,005
Closed
-$200K
–
282
2021
Q1
$200K
Buy
+2,005
New
+$184K
0.02%
263
2020
Q1
–
Sell
-2,490
Closed
-$203K
–
254
2019
Q4
$203K
Sell
2,490
-395
-14%
-$31.5K
0.02%
249
2019
Q3
$224K
Hold
2,885
–
–
0.02%
241
2019
Q2
$223K
Hold
2,885
–
–
0.02%
246
2019
Q1
$216K
Buy
+2,885
New
+$209K
0.02%
238
2018
Q4
–
Sell
-2,690
Closed
-$211K
–
268
2018
Q3
$211K
Buy
+2,690
New
+$205K
0.02%
254
2015
Q3
–
Sell
-7,435
Closed
-$402K
–
253
2015
Q2
$402K
Sell
7,435
-450
-6%
-$25.2K
0.05%
208
2015
Q1
$440K
Sell
7,885
-40
-0.5%
-$2.25K
0.05%
203
2014
Q4
$448K
Sell
7,925
-375
-5%
-$20.6K
0.06%
202
2014
Q3
$441K
Hold
8,300
–
–
0.06%
204
2014
Q2
$449K
Hold
8,300
–
–
0.06%
209
2014
Q1
$434K
Sell
8,300
-125
-1%
-$6.42K
0.06%
209
2013
Q4
$440K
Sell
8,425
-405
-5%
-$19.9K
0.06%
199
2013
Q3
$410K
Sell
8,830
-720
-8%
-$32.6K
0.06%
203
2013
Q2
$407K
Buy
+9,550
New
+$405K
0.06%
193
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1-Year Est. Return
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1-Year Est. Return
PP
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$17.1B AUM
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1-Year Est. Return
BNP Paribas Financial Markets
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$152B AUM
31.61%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
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$157B AUM
32.99%
1-Year Est. Return
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$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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