Moisand Fitzgerald Tamayo’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Moisand Fitzgerald Tamayo’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
2024 Q3	–	Sell	-48	Closed	-$5.85K	–	651
2024 Q2	$5.85K	Buy	+48	New	+$5.92K	﹤0.01%	369
2021 Q2	–	Sell	-24	Closed	-$2K	–	431
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	318
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	311
2020 Q3	$2K	Hold	24	–	–	﹤0.01%	293
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	277
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	249
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	256
2019 Q3	$2K	Hold	24	–	–	﹤0.01%	255
2019 Q2	$2K	Hold	24	–	–	﹤0.01%	259
2019 Q1	$2K	Hold	24	–	–	﹤0.01%	264
2018 Q4	$2K	Hold	24	–	–	﹤0.01%	257
2018 Q3	$2K	Hold	24	–	–	﹤0.01%	283
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	269
2018 Q1	$2K	Hold	24	–	–	﹤0.01%	304
2017 Q4	$2K	Hold	24	–	–	﹤0.01%	265
2017 Q3	$2K	Buy	+24	New	+$1.65K	﹤0.01%	291
2016 Q2	–	Sell	-24	Closed	-$1K	–	203
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	222
2015 Q4	$1K	Buy	+24	New	+$1.29K	﹤0.01%	213

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XLI Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2024, closing a stake of 48 shares — an estimated $5.85K sold.

Moisand Fitzgerald Tamayo first reported a position in XLI in Q4 2015 and held it in 18 quarters. The position peaked at $5.85K in Q2 2024. 1,266 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Moisand Fitzgerald Tamayo reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 48 State Street Industrial Select Sector SPDR ETF shares in Q3 2024, an estimated $5.85K.
Moisand Fitzgerald Tamayo first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and held it in 18 quarters.
Moisand Fitzgerald Tamayo's State Street Industrial Select Sector SPDR ETF position peaked at $5.85K in Q2 2024.
1,266 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.