ABLE Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

ABLE Financial Group’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
2025 Q4	–	Sell	-2,065	Closed	-$318K	–	222
2025 Q3	$318K	Buy	2,065 +70	+4%	+$10.6K	0.07%	152
2025 Q2	$294K	Buy	+1,995	New	+$272K	0.07%	158
2025 Q1	–	Sell	-2,217	Closed	-$292K	–	209
2024 Q4	$292K	Buy	2,217 +11	+0.5%	+$1.52K	0.09%	149
2024 Q3	$299K	Buy	2,206 +63	+3%	+$8.01K	0.09%	147
2024 Q2	$261K	Buy	+2,143	New	+$264K	0.09%	144

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 $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ABLE Financial Group's XLI Position: Q4 2025 in Review

ABLE Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,065 shares — an estimated $318K sold.

ABLE Financial Group first reported a position in XLI in Q2 2024 and held it in 5 quarters. The position peaked at $318K in Q3 2025. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

ABLE Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
ABLE Financial Group sold 2,065 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $318K.
ABLE Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
ABLE Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $318K in Q3 2025.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on ABLE Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.