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RWG
Regal Wealth Group’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Regal Wealth Group’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
2020
Q4
–
Sell
-31
Closed
-$2K
–
234
2020
Q3
$2K
Hold
31
–
–
﹤0.01%
191
2020
Q2
$2K
Hold
31
–
–
﹤0.01%
189
2020
Q1
$2K
Sell
31
-326
-91%
-$24.6K
﹤0.01%
166
2019
Q4
$29K
Buy
357
+326
+1,052%
+$26K
0.02%
102
2019
Q3
$2K
Hold
31
–
–
﹤0.01%
166
2019
Q2
$2K
Hold
31
–
–
﹤0.01%
157
2019
Q1
$2K
Hold
31
–
–
﹤0.01%
153
2018
Q4
$2K
Hold
31
–
–
﹤0.01%
150
2018
Q3
$2K
Hold
31
–
–
﹤0.01%
152
2018
Q2
$2K
Hold
31
–
–
﹤0.01%
157
2018
Q1
$2K
Hold
31
–
–
﹤0.01%
162
2017
Q4
$2K
Hold
31
–
–
﹤0.01%
162
2017
Q3
$2K
Hold
31
–
–
﹤0.01%
142
2017
Q2
$2K
Hold
31
–
–
﹤0.01%
143
2017
Q1
$2K
Buy
+31
New
+$2K
﹤0.01%
143
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
PP
Prudential plc
London, England, United Kingdom
$17.1B AUM
15.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
Bank of Nova Scotia
Toronto, Ontario, Canada
$57.2B AUM
35.3%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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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