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MFT
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
Citigroup
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1-Year Est. Return
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$377B AUM
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1-Year Est. Return
UBS Group
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$666B AUM
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1-Year Est. Return
Ameriprise
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$432B AUM
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1-Year Est. Return
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$28B AUM
26.79%
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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