Advocacy Wealth Management Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advocacy Wealth Management Services’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	-2,382	Closed	-$367K	–	146
2025 Q3	$367K	Buy	+2,382	New	+$361K	0.02%	133
2022 Q4	–	Sell	-127	Closed	-$11K	–	142
2022 Q3	$11K	Hold	127	–	–	﹤0.01%	94
2022 Q2	$11K	Hold	127	–	–	﹤0.01%	100
2022 Q1	$13K	Sell	127 -5	-4%	-$508	﹤0.01%	102
2021 Q4	$14K	Buy	132 +5	+4%	+$519	﹤0.01%	114
2021 Q3	$12K	Sell	127 -129	-50%	-$13.3K	﹤0.01%	115
2021 Q2	$26K	Hold	256	–	–	﹤0.01%	96
2021 Q1	$25K	Hold	256	–	–	0.01%	82
2020 Q4	$23K	Hold	256	–	–	﹤0.01%	81
2020 Q3	$20K	Hold	256	–	–	﹤0.01%	82
2020 Q2	$18K	Buy	256 +172	+205%	+$11.2K	﹤0.01%	90
2020 Q1	$5K	Hold	84	–	–	﹤0.01%	109
2019 Q4	$7K	Sell	84 -4	-5%	-$319	﹤0.01%	127
2019 Q3	$7K	Hold	88	–	–	﹤0.01%	133
2019 Q2	$7K	Hold	88	–	–	0.01%	146
2019 Q1	$7K	Hold	88	–	–	0.01%	110
2018 Q4	$6K	Buy	+88	New	+$6.24K	﹤0.01%	137
2013 Q3	–	Sell	-37	Closed	-$2K	–	313
2013 Q2	$2K	Buy	+37	New	+$1.57K	0.01%	235

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

Advocacy Wealth Management Services's XLI Position: Q4 2025 in Review

Advocacy Wealth Management Services sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,382 shares — an estimated $367K sold.

Advocacy Wealth Management Services first reported a position in XLI in Q2 2013 and held it in 18 quarters. The position peaked at $367K in Q3 2025. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Advocacy Wealth Management Services reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,382 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $367K.
Advocacy Wealth Management Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's State Street Industrial Select Sector SPDR ETF position peaked at $367K in Q3 2025.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2025, filed 11 Feb 2026.