RMDI
XLI icon

R.M. Davis Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

R.M. Davis Inc’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 		– Sell
-3,119
Closed -$422K – 289
2024
Q3 		$422K Hold
3,119
– – 0.01% 210
2024
Q2 		$380K Buy
+3,119
New +$384K 0.01% 224
2015
Q2 		– Sell
-7,755
Closed -$432K – 197
2015
Q1 		$432K Buy
7,755
+141
+2% +$7.94K 0.02% 150
2014
Q4 		$431K Buy
7,614
+14
+0.2% +$769 0.02% 146
2014
Q3 		$404K Hold
7,600
– – 0.02% 149
2014
Q2 		$411K Sell
7,600
-10,000
-57% -$534K 0.02% 145
2014
Q1 		$921K Buy
17,600
+9,600
+120% +$493K 0.06% 114
2013
Q4 		$418K Buy
+8,000
New +$393K 0.03% 143

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 $1.47T 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 $152B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return