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WA
WFG Advisors’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
WFG 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
2017
Q2
$708K
Buy
10,388
+3,282
+46%
+$219K
0.16%
153
2017
Q1
$462K
Sell
7,106
-467
-6%
-$30.2K
0.12%
184
2016
Q4
$471K
Buy
7,573
+6,209
+455%
+$374K
0.12%
212
2016
Q3
$80K
Buy
1,364
+114
+9%
+$6.62K
0.02%
583
2016
Q2
$70K
Buy
1,250
+54
+5%
+$3.01K
0.02%
602
2016
Q1
$66K
Buy
1,196
+42
+4%
+$2.17K
0.02%
592
2015
Q4
$61K
Buy
1,154
+167
+17%
+$8.96K
0.02%
613
2015
Q3
$49K
Sell
987
-630
-39%
-$33.2K
0.02%
646
2015
Q2
$87K
Buy
1,617
+584
+57%
+$32.8K
0.02%
573
2015
Q1
$58K
Sell
1,033
-212
-17%
-$11.9K
0.02%
688
2014
Q4
$70K
Sell
1,245
-401
-24%
-$22K
0.01%
762
2014
Q3
$87K
Sell
1,646
-536
-25%
-$28.8K
0.02%
715
2014
Q2
$118K
Sell
2,182
-1,223
-36%
-$65.4K
0.02%
599
2014
Q1
$178K
Sell
3,405
-24,669
-88%
-$1.27M
0.04%
464
2013
Q4
$1.47M
Buy
28,074
+10,450
+59%
+$514K
0.21%
122
2013
Q3
$818K
Buy
17,624
+16,782
+1,993%
+$759K
0.13%
190
2013
Q2
$36K
Buy
+842
New
+$35.7K
0.01%
1012
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
HCM
Highfields Capital Management
Boston, Massachusetts
$68.3M AUM
21.64%
1-Year Est. Return
BlackRock
New York
$5.7T 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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