Avantax Planning Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Avantax Planning Partners’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	-1,617	Closed	-$249K	–	463
2025 Q3	$249K	Hold	1,617	–	–	0.01%	385
2025 Q2	$239K	Sell	1,617 -143	-8%	-$19.5K	0.01%	402
2025 Q1	$231K	Sell	1,760 -472	-21%	-$63.8K	0.01%	384
2024 Q4	$294K	Buy	2,232 +579	+35%	+$79.8K	0.01%	337
2024 Q3	$224K	Sell	1,653 -75	-4%	-$9.53K	0.01%	400
2024 Q2	$211K	Buy	1,728 +37	+2%	+$4.56K	0.01%	439
2024 Q1	$213K	Sell	1,691 -129	-7%	-$15.2K	0.01%	435
2023 Q4	$207K	Buy	+1,820	New	+$191K	0.01%	351
2021 Q3	–	Sell	-2,074	Closed	-$212K	–	346
2021 Q2	$212K	Buy	+2,074	New	+$212K	0.01%	303
2018 Q4	–	Sell	-1,779	Closed	-$139K	–	1217
2018 Q3	$139K	Buy	+1,779	New	+$136K	0.01%	283
2018 Q2	–	Sell	-2,468	Closed	-$183K	–	1511
2018 Q1	$183K	Buy	+2,468	New	+$190K	0.02%	313

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

Avantax Planning Partners's XLI Position: Q4 2025 in Review

Avantax Planning Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,617 shares — an estimated $249K sold.

Avantax Planning Partners first reported a position in XLI in Q1 2018 and held it in 11 quarters. The position peaked at $294K in Q4 2024. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Avantax Planning Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 1,617 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $249K.
Avantax Planning Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and held it in 11 quarters.
Avantax Planning Partners's State Street Industrial Select Sector SPDR ETF position peaked at $294K in Q4 2024.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.