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WAM
Wealthspire Advisors (Maryland)’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-267
Closed
-$20K
–
2126
2019
Q1
$20K
Hold
267
–
–
﹤0.01%
1287
2018
Q4
$17K
Hold
267
–
–
﹤0.01%
1282
2018
Q3
$21K
Hold
267
–
–
﹤0.01%
1295
2018
Q2
$19K
Buy
267
+34
+15%
+$2.52K
﹤0.01%
1334
2018
Q1
$17K
Sell
233
-224
-49%
-$17.3K
﹤0.01%
1356
2017
Q4
$35K
Hold
457
–
–
﹤0.01%
1150
2017
Q3
$32K
Hold
457
–
–
﹤0.01%
1138
2017
Q2
$31K
Buy
457
+123
+37%
+$8.21K
﹤0.01%
1119
2017
Q1
$22K
Sell
334
-1,016
-75%
-$65.7K
﹤0.01%
1059
2016
Q4
$84K
Buy
1,350
+1,240
+1,127%
+$74.7K
0.01%
638
2016
Q3
$6K
Hold
110
–
–
﹤0.01%
1366
2016
Q2
$6K
Hold
110
–
–
﹤0.01%
1317
2016
Q1
$6K
Hold
110
–
–
﹤0.01%
1316
2015
Q4
$6K
Buy
+110
New
+$5.9K
﹤0.01%
1323
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24.88%
1-Year Est. Return
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25.57%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
SGI
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Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
NLI
Nippon Life Insurance
Tokyo, Japan
$6.04B AUM
4.21%
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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