TA
XLI icon

Tiedemann Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tiedemann Advisors’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
Q4 		– Sell
-3,082
Closed -$237K – 356
2020
Q3 		$237K Hold
3,082
– – 0.01% 285
2020
Q2 		$212K Buy
+3,082
New +$200K 0.01% 278
2020
Q1 		– Sell
-4,457
Closed -$363K – 328
2019
Q4 		$363K Buy
4,457
+122
+3% +$9.74K 0.02% 229
2019
Q3 		$337K Buy
4,335
+400
+10% +$30.7K 0.02% 248
2019
Q2 		$304K Hold
3,935
– – 0.02% 238
2019
Q1 		$296K Hold
3,935
– – 0.01% 360
2018
Q4 		$254K Hold
3,935
– – 0.01% 362
2018
Q3 		$308K Hold
3,935
– – 0.02% 256
2018
Q2 		$282K Buy
+3,935
New +$292K 0.02% 259

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 $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return