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BAM
Bruderman Asset Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Bruderman Asset Management’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
Q1
–
Sell
-448
Closed
-$29K
–
704
2018
Q4
$29K
Sell
448
-66,037
-99%
-$4.68M
0.01%
301
2018
Q3
$5.21M
Buy
66,485
+10,160
+18%
+$774K
1.2%
33
2018
Q2
$4.04M
Buy
56,325
+6,833
+14%
+$507K
0.98%
42
2018
Q1
$3.68M
Buy
49,492
+5,044
+11%
+$389K
0.88%
40
2017
Q4
$3.36M
Buy
44,448
+4,637
+12%
+$337K
0.85%
40
2017
Q3
$2.83M
Buy
39,811
+6,163
+18%
+$424K
0.73%
41
2017
Q2
$2.29M
Buy
33,648
+4,179
+14%
+$279K
0.61%
44
2017
Q1
$1.92M
Buy
29,469
+1,734
+6%
+$112K
0.55%
44
2016
Q4
$1.73M
Buy
27,735
+2,629
+10%
+$158K
0.52%
47
2016
Q3
$1.47M
Buy
25,106
+4,643
+23%
+$270K
0.44%
51
2016
Q2
$1.15M
Buy
20,463
+20,078
+5,215%
+$1.12M
0.36%
58
2016
Q1
$21K
Hold
385
–
–
0.01%
266
2015
Q4
$20K
Hold
385
–
–
0.01%
286
2015
Q3
$19K
Hold
385
–
–
0.01%
284
2015
Q2
$21K
Hold
385
–
–
0.01%
295
2015
Q1
$21K
Buy
+385
New
+$21.7K
0.01%
289
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
NLI
Nippon Life Insurance
Tokyo, Japan
$6.04B AUM
4.21%
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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