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FWM
Focused Wealth Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Focused Wealth Management’s Portfolio
XLI Stock Details
XLI Fund Activity
Bought
Maintained
Sold
Shares
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-600
Closed
-$68.4K
–
997
2023
Q4
$68.4K
Buy
+600
New
+$63K
0.01%
267
2023
Q1
–
Sell
-472
Closed
-$46.3K
–
1179
2022
Q4
$46.3K
Buy
472
+2
+0.4%
+$190
0.01%
319
2022
Q3
$39K
Hold
470
–
–
0.01%
315
2022
Q2
$41K
Hold
470
–
–
0.01%
311
2022
Q1
$48K
Hold
470
–
–
0.01%
319
2021
Q4
$50K
Hold
470
–
–
0.01%
367
2021
Q3
$46K
Hold
470
–
–
0.01%
397
2021
Q2
$48K
Hold
470
–
–
0.01%
384
2021
Q1
$46K
Buy
470
+10
+2%
+$916
0.01%
384
2020
Q4
$41K
Buy
+460
New
+$38.8K
0.01%
374
2015
Q2
–
Sell
-225
Closed
-$13K
–
710
2015
Q1
$13K
Hold
225
–
–
0.01%
389
2014
Q4
$13K
Sell
225
-375
-63%
-$20.6K
0.01%
380
2014
Q3
$32K
Hold
600
–
–
0.03%
254
2014
Q2
$32K
Sell
600
-500
-45%
-$26.7K
0.03%
243
2014
Q1
$58K
Sell
1,100
-1,000
-48%
-$51.4K
0.05%
161
2013
Q4
$110K
Buy
+2,100
New
+$103K
0.09%
124
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
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
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
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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