Advanced Asset Management Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advanced Asset Management 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
2025 Q4	–	Sell	-37	Closed	-$5.77K	–	89
2025 Q3	$5.77K	Hold	37	–	–	﹤0.01%	80
2025 Q2	$5.46K	Hold	37	–	–	﹤0.01%	80
2025 Q1	$4.89K	Hold	37	–	–	﹤0.01%	79
2024 Q4	$4.88K	Hold	37	–	–	﹤0.01%	80
2024 Q3	$4.51K	Hold	37	–	–	﹤0.01%	82
2024 Q2	$4.51K	Hold	37	–	–	﹤0.01%	83
2024 Q1	$4.66K	Hold	37	–	–	﹤0.01%	89
2023 Q4	$4.22K	Hold	37	–	–	﹤0.01%	90
2023 Q3	$3.75K	Hold	37	–	–	﹤0.01%	89
2023 Q2	$3.97K	Hold	37	–	–	﹤0.01%	89
2023 Q1	$3.74K	Hold	37	–	–	﹤0.01%	89
2022 Q4	$3.63K	Hold	37	–	–	﹤0.01%	213
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	86
2022 Q2	$3K	Hold	37	–	–	﹤0.01%	87
2022 Q1	$4K	Hold	37	–	–	﹤0.01%	85
2021 Q4	$4K	Hold	37	–	–	﹤0.01%	87
2021 Q3	$4K	Hold	37	–	–	﹤0.01%	90
2021 Q2	$4K	Hold	37	–	–	﹤0.01%	90
2021 Q1	$4K	Hold	37	–	–	﹤0.01%	93
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	94
2020 Q3	$3K	Hold	37	–	–	﹤0.01%	95
2020 Q2	$3K	Sell	37 -57	-61%	-$3.7K	﹤0.01%	95
2020 Q1	$6K	Buy	94 +1	+1%	+$75	﹤0.01%	114
2019 Q4	$8K	Buy	+93	New	+$7.42K	﹤0.01%	118

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advanced Asset Management Advisors's XLI Position: Q4 2025 in Review

Advanced Asset Management Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 37 shares — an estimated $5.77K sold.

Advanced Asset Management Advisors first reported a position in XLI in Q4 2019 and held it in 24 quarters. The position peaked at $8K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Advanced Asset Management Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Advanced Asset Management Advisors sold 37 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $5.77K.
Advanced Asset Management Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 24 quarters.
Advanced Asset Management Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $8K in Q4 2019.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Advanced Asset Management Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.