IF
XLI icon

IRON Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

IRON Financial’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
2020
Q2 		– Sell
-4,295
Closed -$253K – 117
2020
Q1 		$253K Sell
4,295
-180
-4% -$13.6K 0.16% 80
2019
Q4 		$365K Buy
4,475
+1,775
+66% +$142K 0.17% 81
2019
Q3 		$210K Hold
2,700
– – 0.16% 90
2019
Q2 		$203K Sell
2,700
-500
-16% -$38K 0.19% 83
2019
Q1 		$240K Buy
+3,200
New +$232K 0.15% 80
2014
Q3 		– Sell
-33,091
Closed -$1.79M – 81
2014
Q2 		$1.79M Sell
33,091
-36,277
-52% -$1.94M 1.58% 20
2014
Q1 		$3.63M Buy
69,368
+579
+0.8% +$29.7K 2.76% 15
2013
Q4 		$3.6M Buy
+68,789
New +$3.38M 3.67% 11

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return