AF
XLI icon

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

Atala 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
Q2 		– Sell
-40
Closed -$5.24K – 457
2025
Q1 		$5.24K Hold
40
– – ﹤0.01% 411
2024
Q4 		$5.27K Buy
+40
New +$5.51K ﹤0.01% 415

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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

Atala Financial's XLI Position: Q2 2025 in Review

Atala Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 40 shares — an estimated $5.24K sold.

Atala Financial first reported a position in XLI in Q4 2024 and held it in 2 quarters. The position peaked at $5.27K in Q4 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

  • Atala Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 40 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $5.24K.
  • Atala Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's State Street Industrial Select Sector SPDR ETF position peaked at $5.27K in Q4 2024.
  • 1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.