Advisor Resource Council’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-3,153	Closed	-$465K	–	191
2025 Q2	$465K	Sell	3,153 -41,949	-93%	-$5.72M	0.18%	90
2025 Q1	$5.5M	Buy	+45,102	New	+$6.09M	0.44%	55
2024 Q4	–	Sell	-4,021	Closed	-$545K	–	282
2024 Q3	$545K	Buy	+4,021	New	+$511K	0.25%	106
2024 Q2	–	Sell	-11,860	Closed	-$1.35M	–	236
2024 Q1	$1.35M	Sell	11,860 -54,231	-82%	-$6.38M	0.57%	33
2023 Q4	$7.53M	Buy	66,091 +61,185	+1,247%	+$6.42M	0.88%	25
2023 Q3	$497K	Sell	4,906 -1,392	-22%	-$149K	0.26%	68
2023 Q2	$676K	Sell	6,298 -25,906	-80%	-$2.61M	0.3%	56
2023 Q1	$3.2M	Buy	32,204 +25,441	+376%	+$2.56M	0.8%	23
2022 Q4	$664K	Sell	6,763 -1,756	-21%	-$167K	0.32%	65
2022 Q3	$706K	Sell	8,519 -226,090	-96%	-$20.8M	0.48%	55
2022 Q2	$20.5M	Buy	234,609 +170,205	+264%	+$16M	1.9%	7
2022 Q1	$6.63M	Sell	64,404 -82,098	-56%	-$8.34M	1.99%	7
2021 Q4	$15.5M	Buy	146,502 +108,277	+283%	+$11.2M	1.21%	17
2021 Q3	$3.74M	Sell	38,225 -61,334	-62%	-$6.3M	1.13%	20
2021 Q2	$10.2M	Buy	+99,559	New	+$10.2M	1.06%	19

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MMH

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

Advisor Resource Council's XLI Position: Q3 2025 in Review

Advisor Resource Council sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 3,153 shares — an estimated $465K sold.

Advisor Resource Council first reported a position in XLI in Q2 2021 and held it in 15 quarters. The position peaked at $20.5M in Q2 2022. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Advisor Resource Council reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 3,153 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $465K.
Advisor Resource Council first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 15 quarters.
Advisor Resource Council's State Street Industrial Select Sector SPDR ETF position peaked at $20.5M in Q2 2022.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.