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

Apexium Financial’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	$2.66M	Buy	17,221 +83	+0.5%	+$12.6K	0.13%	77
2025 Q2	$2.53M	Sell	17,138 -11	-0.1%	-$1.5K	0.13%	77
2025 Q1	$2.25M	Buy	17,149 +77	+0.5%	+$10.4K	0.13%	77
2024 Q4	$2.25M	Sell	17,072 -667	-4%	-$92K	0.14%	70
2024 Q3	$2.4M	Sell	17,739 -18	-0.1%	-$2.29K	0.16%	57
2024 Q2	$2.16M	Buy	17,757 +140	+0.8%	+$17.3K	0.15%	55
2024 Q1	$2.22M	Buy	17,617 +1,386	+9%	+$163K	0.17%	54
2023 Q4	$1.85M	Sell	16,231 -439	-3%	-$46.1K	0.13%	79
2023 Q3	$1.69M	Buy	16,670 +378	+2%	+$40.5K	0.17%	60
2023 Q2	$1.75M	Buy	16,292 +133	+0.8%	+$13.4K	0.15%	61
2023 Q1	$1.63M	Buy	16,159 +208	+1%	+$20.9K	0.16%	64
2022 Q4	$1.57M	Sell	15,951 -1,845	-10%	-$176K	0.16%	63
2022 Q3	$1.47M	Buy	17,796 +13,959	+364%	+$1.29M	0.18%	61
2022 Q2	$335K	Sell	3,837 -92	-2%	-$8.67K	0.19%	73
2022 Q1	$409K	Buy	3,929 +123	+3%	+$12.5K	0.21%	58
2021 Q4	$403K	Buy	3,806 +559	+17%	+$58.1K	0.21%	61
2021 Q3	$318K	Hold	3,247	–	–	0.18%	67
2021 Q2	$332K	Hold	3,247	–	–	0.21%	56
2021 Q1	$320K	Hold	3,247	–	–	0.23%	58
2020 Q4	$288K	Buy	3,247 +121	+4%	+$10.2K	0.23%	58
2020 Q3	$241K	Hold	3,126	–	–	0.2%	62
2020 Q2	$215K	Buy	+3,126	New	+$203K	0.19%	63

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

Apexium Financial's XLI Position: Q3 2025 in Review

Apexium Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.48% in Q3 2025, buying an estimated $12.6K and bringing the position to 17,221 shares worth $2.66M. The position accounts for 0.13% of the portfolio, ranked #77.

Apexium Financial first reported a position in XLI in Q2 2020 and has held it in 22 quarters since. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Apexium Financial held 17,221 shares of State Street Industrial Select Sector SPDR ETF worth $2.66M as of Q3 2025.
Apexium Financial bought 83 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $12.6K.
State Street Industrial Select Sector SPDR ETF made up 0.13% of Apexium Financial's portfolio in Q3 2025, its #77 holding.
Apexium Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.