RMAM
XLI icon

Raab & Moskowitz Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-1,372
Closed -$111K – 523
2019
Q4 		$111K Buy
+1,372
New +$110K 0.04% 192
2018
Q4 		– Sell
-1,520
Closed -$118K – 516
2018
Q3 		$118K Buy
+1,520
New +$116K 0.05% 188
2015
Q1 		– Sell
-3,737
Closed -$211K – 382
2014
Q4 		$211K Buy
+3,737
New +$205K 0.12% 115
2014
Q3 		– Sell
-4,239
Closed -$229K – 149
2014
Q2 		$229K Sell
4,239
-1,700
-29% -$90.8K 0.11% 139
2014
Q1 		$311K Sell
5,939
-762
-11% -$39.1K 0.17% 120
2013
Q4 		$350K Buy
+6,701
New +$329K 0.2% 115

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
SGI
Swan Global Investments Durango, Colorado $1.86B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return