Arete Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Arete Wealth 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
2026 Q1	–	Sell	-2,542	Closed	-$394K	–	759
2025 Q4	$394K	Sell	2,542 -635	-20%	-$97.7K	0.02%	506
2025 Q3	$490K	Buy	3,177 +408	+15%	+$61.8K	0.03%	451
2025 Q2	$408K	Buy	2,769 +532	+24%	+$72.6K	0.03%	476
2025 Q1	$293K	Buy	+2,237	New	+$302K	0.02%	545
2024 Q1	–	Sell	-3,712	Closed	-$423K	–	754
2023 Q4	$423K	Buy	+3,712	New	+$390K	0.03%	444
2023 Q3	–	Sell	-3,985	Closed	-$428K	–	743
2023 Q2	$428K	Sell	3,985 -251	-6%	-$25.3K	0.04%	401
2023 Q1	$429K	Sell	4,236 -166	-4%	-$16.7K	0.03%	382
2022 Q4	$432M	Sell	4,402 -1,708	-28%	-$163K	0.04%	355
2022 Q3	$506K	Buy	6,110 +1,702	+39%	+$157K	0.05%	298
2022 Q2	$385K	Sell	4,408 -72,167	-94%	-$6.8M	0.04%	289
2022 Q1	$7.89M	Buy	76,575 +1,399	+2%	+$142K	0.66%	37
2021 Q4	$7.89M	Buy	75,176 +794	+1%	+$82.5K	0.67%	34
2021 Q3	$7.28M	Sell	74,382 -1,307	-2%	-$134K	0.8%	29
2021 Q2	$7.32M	Buy	75,689 +8,181	+12%	+$838K	1.03%	24
2021 Q1	$6.65M	Buy	67,508 +6,064	+10%	+$555K	0.85%	28
2020 Q4	$5.43M	Buy	+61,444	New	+$5.18M	0.77%	30
2020 Q1	–	Sell	-2,578	Closed	-$210K	–	422
2019 Q4	$210K	Buy	+2,578	New	+$206K	0.04%	365

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

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

MMH

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

MIFH

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

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

Arete Wealth Advisors's XLI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 2,542 shares — an estimated $394K sold.

Arete Wealth Advisors first reported a position in XLI in Q4 2019 and held it in 17 quarters. The position peaked at $432M in Q4 2022. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Arete Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 2,542 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $394K.
Arete Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 17 quarters.
Arete Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $432M in Q4 2022.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.