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
2025 Q4	–	Sell	-3,177	Closed	-$490K	–	771
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	$432K	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 $1.55T 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

Arete Wealth Advisors's XLI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 3,177 shares — an estimated $490K sold.

Arete Wealth Advisors first reported a position in XLI in Q4 2019 and held it in 16 quarters. The position peaked at $7.89M in Q4 2021. 1,504 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Arete Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,177 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $490K.
Arete Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 16 quarters.
Arete Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $7.89M in Q4 2021.
1,504 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.