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
Search
Sign in
Sign up
PCA
Personal Capital Advisors’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Personal Capital Advisors’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
2022
Q4
$489K
Buy
4,982
+1,818
+57%
+$173K
﹤0.01%
304
2022
Q3
$262K
Buy
3,164
+292
+10%
+$26.9K
﹤0.01%
387
2022
Q2
$251K
Sell
2,872
-1,024
-26%
-$96.5K
﹤0.01%
383
2022
Q1
$401K
Sell
3,896
-888
-19%
-$90.2K
﹤0.01%
339
2021
Q4
$504K
Buy
4,784
+924
+24%
+$96K
﹤0.01%
332
2021
Q3
$378K
Buy
3,860
+1,458
+61%
+$150K
﹤0.01%
355
2021
Q2
$246K
Sell
2,402
-117
-5%
-$12K
﹤0.01%
438
2021
Q1
$248K
Sell
2,519
-684
-21%
-$62.6K
﹤0.01%
427
2020
Q4
$284K
Sell
3,203
-32,188
-91%
-$2.71M
﹤0.01%
391
2020
Q3
$2.72M
Buy
+35,391
New
+$2.65M
0.02%
219
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.1B AUM
35.3%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close