Alpha Cubed Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Alpha Cubed Investments’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 Q2	–	Sell	-2,029	Closed	-$266K	–	328
2025 Q1	$266K	Buy	+2,029	New	+$274K	0.01%	234
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	294
2024 Q3	$203K	Buy	+1,500	New	+$191K	0.01%	252
2024 Q2	–	Sell	-15,792	Closed	-$1.99M	–	317
2024 Q1	$1.99M	Sell	15,792 -8,050	-34%	-$947K	0.1%	90
2023 Q4	$2.72M	Buy	23,842 +19,637	+467%	+$2.06M	0.15%	84
2023 Q3	$426K	Buy	4,205 +380	+10%	+$40.7K	0.03%	150
2023 Q2	$410K	Hold	3,825	–	–	0.03%	162
2023 Q1	$387K	Sell	3,825 -322	-8%	-$32.4K	0.03%	169
2022 Q4	$407K	Buy	4,147 +317	+8%	+$30.2K	0.03%	184
2022 Q3	$317K	Buy	3,830 +53	+1%	+$4.88K	0.02%	195
2022 Q2	$330K	Buy	+3,777	New	+$356K	0.02%	221

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Alpha Cubed Investments's XLI Position: Q2 2025 in Review

Alpha Cubed Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 2,029 shares — an estimated $266K sold.

Alpha Cubed Investments first reported a position in XLI in Q2 2022 and held it in 10 quarters. The position peaked at $2.72M in Q4 2023. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Alpha Cubed Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Alpha Cubed Investments sold 2,029 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $266K.
Alpha Cubed Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
Alpha Cubed Investments's State Street Industrial Select Sector SPDR ETF position peaked at $2.72M in Q4 2023.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Alpha Cubed Investments's 13F filing for Q2 2025, filed 7 Aug 2025.