AWM
XLI icon

Atticus Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Atticus Wealth Management’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 		– Sell
-655
Closed -$96.7K – 656
2025
Q2 		$96.7K Sell
655
-11
-2% -$1.5K 0.03% 245
2025
Q1 		$87.2K Buy
666
+2
+0.3% +$270 0.03% 180
2024
Q4 		$87.4K Buy
664
+4
+0.6% +$551 0.03% 179
2024
Q3 		$89.4K Hold
660
– – 0.03% 179
2024
Q2 		$80.4K Sell
660
-1,291
-66% -$159K 0.03% 187
2024
Q1 		$246K Buy
1,951
+1,094
+128% +$129K 0.08% 112
2023
Q4 		$97.7K Sell
857
-280
-25% -$29.4K 0.03% 172
2023
Q3 		$115K Sell
1,137
-255
-18% -$27.3K 0.04% 161
2023
Q2 		$149K Sell
1,392
-1,347
-49% -$136K 0.06% 150
2023
Q1 		$277K Sell
2,739
-17,259
-86% -$1.74M 0.11% 106
2022
Q4 		$1.96M Buy
19,998
+3,052
+18% +$291K 0.81% 20
2022
Q3 		$1.48M Hold
16,946
– – 0.72% 27
2022
Q2 		$1.48M Buy
16,946
+1,556
+10% +$147K 0.61% 34
2022
Q1 		$1.58M Buy
15,390
+675
+5% +$68.6K 0.58% 36
2021
Q4 		$1.56M Buy
14,715
+463
+3% +$48.1K 0.61% 33
2021
Q3 		$1.39M Sell
14,252
-3,523
-20% -$362K 0.61% 31
2021
Q2 		$1.82M Buy
17,775
+589
+3% +$60.3K 0.79% 32
2021
Q1 		$1.69M Sell
17,186
-5,157
-23% -$472K 0.81% 32
2020
Q4 		$1.98M Buy
22,343
+671
+3% +$56.5K 1% 25
2020
Q3 		$1.67M Buy
21,672
+2,370
+12% +$177K 1% 22
2020
Q2 		$1.33M Buy
19,302
+13,527
+234% +$877K 0.88% 27
2020
Q1 		$341K Buy
+5,775
New +$435K 0.27% 56

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Atticus Wealth Management's XLI Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 655 shares — an estimated $96.7K sold.

Atticus Wealth Management first reported a position in XLI in Q1 2020 and held it in 22 quarters. The position peaked at $1.98M in Q4 2020. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

  • Atticus Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 655 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $96.7K.
  • Atticus Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and held it in 22 quarters.
  • Atticus Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.98M in Q4 2020.
  • 1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.