MWM
XLI icon

Mosley Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mosley Wealth Management’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
Q4 		$392K Buy
2,847
+466
+20% +$64.2K 0.24% 84
2024
Q3 		$330K Buy
+2,381
New +$303K 0.23% 86

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mosley Wealth Management's XLI Position: Q4 2024 in Review

Mosley Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q4 2024, buying an estimated $64.2K and bringing the position to 2,847 shares worth $392K. The position accounts for 0.24% of the portfolio, ranked #84.

Mosley Wealth Management first reported a position in XLI in Q3 2024 and has held it in 2 quarters since. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Mosley Wealth Management held 2,847 shares of State Street Industrial Select Sector SPDR ETF worth $392K as of Q4 2024.
  • Mosley Wealth Management bought 466 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $64.2K.
  • State Street Industrial Select Sector SPDR ETF made up 0.24% of Mosley Wealth Management's portfolio in Q4 2024, its #84 holding.
  • Mosley Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Mosley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.