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RFM
Royal Fund Management’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Royal Fund 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
2026
Q1
$13.3M
Buy
+82,107
New
+$13.8M
1.27%
12
2025
Q4
–
Sell
-51,832
Closed
-$7.99M
–
355
2025
Q3
$7.99M
Sell
51,832
-41,908
-45%
-$6.35M
0.96%
27
2025
Q2
$13.8M
Buy
+93,740
New
+$12.8M
1.48%
10
2024
Q3
–
Sell
-65,626
Closed
-$8M
–
377
2024
Q2
$8M
Buy
+65,626
New
+$8.09M
1.08%
23
2019
Q2
–
Sell
-118
Closed
-$8K
–
676
2019
Q1
$8K
Hold
118
–
–
﹤0.01%
394
2018
Q4
$7K
Buy
+118
New
+$8.36K
﹤0.01%
385
2018
Q3
–
Sell
-24
Closed
-$1K
–
671
2018
Q2
$1K
Sell
24
-66
-73%
-$4.89K
﹤0.01%
537
2018
Q1
$6K
Sell
90
-128
-59%
-$9.86K
﹤0.01%
386
2017
Q4
$16K
Buy
218
+194
+808%
+$14.1K
0.01%
316
2017
Q3
$1K
Hold
24
–
–
﹤0.01%
444
2017
Q2
$1K
Hold
24
–
–
﹤0.01%
428
2017
Q1
$1K
Hold
24
–
–
﹤0.01%
404
2016
Q4
$1K
Buy
+24
New
+$1.45K
﹤0.01%
381
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
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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