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MAWCM
Mine & Arao Wealth Creation & Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Mine & Arao Wealth Creation & Management’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
2024
Q2
–
Sell
-309
Closed
-$38.9K
–
372
2024
Q1
$38.9K
Hold
309
–
–
0.02%
152
2023
Q4
$35.2K
Hold
309
–
–
0.02%
155
2023
Q3
$31.3K
Hold
309
–
–
0.02%
157
2023
Q2
$33.2K
Sell
309
-1
-0.3%
-$101
0.02%
160
2023
Q1
$31.4K
Hold
310
–
–
0.02%
165
2022
Q4
$30.4K
Hold
310
–
–
0.02%
159
2022
Q3
$26K
Hold
310
–
–
0.02%
166
2022
Q2
$27K
Buy
310
+100
+48%
+$9.43K
0.02%
174
2022
Q1
$22K
Hold
210
–
–
0.01%
194
2021
Q4
$22K
Hold
210
–
–
0.01%
199
2021
Q3
$21K
Hold
210
–
–
0.01%
204
2021
Q2
$22K
Hold
210
–
–
0.01%
194
2021
Q1
$21K
Hold
210
–
–
0.01%
186
2020
Q4
$19K
Hold
210
–
–
0.01%
182
2020
Q3
$16K
Hold
210
–
–
0.01%
174
2020
Q2
$14K
Hold
210
–
–
0.01%
174
2020
Q1
$12K
Hold
210
–
–
0.01%
177
2019
Q4
$17K
Buy
+210
New
+$16.8K
0.02%
180
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$206B AUM
31.61%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B 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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