Aveo Capital Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aveo Capital 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 Q2	–	Sell	-9,320	Closed	-$1.25M	–	170
2025 Q1	$1.25M	Buy	9,320 +3,998	+75%	+$540K	0.21%	67
2024 Q4	$701K	Buy	5,322 +281	+6%	+$38.7K	0.08%	162
2024 Q3	$683K	Sell	5,041 -1,312	-21%	-$167K	0.07%	166
2024 Q2	$774K	Sell	6,353 -62	-1%	-$7.64K	0.09%	150
2024 Q1	$788K	Buy	6,415 +115	+2%	+$13.5K	0.09%	164
2023 Q4	$718K	Sell	6,300 -6,127	-49%	-$643K	0.09%	160
2023 Q3	$1.26M	Sell	12,427 -208	-2%	-$22.3K	0.17%	112
2023 Q2	$1.36M	Buy	12,635 +63	+0.5%	+$6.34K	0.17%	107
2023 Q1	$1.27M	Sell	12,572 -1,618	-11%	-$163K	0.17%	100
2022 Q4	$1.39M	Sell	14,190 -9,200	-39%	-$876K	0.21%	95
2022 Q3	$1.94M	Sell	23,390 -5,786	-20%	-$533K	0.33%	70
2022 Q2	$2.55M	Sell	29,176 -18,742	-39%	-$1.77M	0.42%	65
2022 Q1	$4.93M	Buy	47,918 +2,916	+6%	+$296K	0.87%	24
2021 Q4	$4.76M	Buy	45,002 +2,508	+6%	+$261K	0.85%	27
2021 Q3	$4.16M	Buy	42,494 +769	+2%	+$79K	0.87%	33
2021 Q2	$4.27M	Buy	41,725 +4,329	+12%	+$444K	0.94%	28
2021 Q1	$3.68M	Buy	37,396 +19,824	+113%	+$1.82M	0.93%	27
2020 Q4	$1.56M	Buy	17,572 +3,196	+22%	+$269K	2.41%	11
2020 Q3	$1.11M	Buy	14,376 +1,532	+12%	+$115K	0.4%	55
2020 Q2	$882K	Sell	12,844 -5,830	-31%	-$378K	1.78%	14
2020 Q1	$1.1M	Buy	18,674 +2,196	+13%	+$165K	0.54%	48
2019 Q4	$1.34M	Sell	16,478 -6,689	-29%	-$534K	0.53%	53
2019 Q3	$1.88M	Sell	23,167 -1,428	-6%	-$110K	0.78%	37
2019 Q2	$1.94M	Buy	24,595 +826	+3%	+$62.8K	0.84%	36
2019 Q1	$1.78M	Buy	+23,769	New	+$1.72M	0.82%	34

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MIFH

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

Aveo Capital Partners's XLI Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 9,320 shares — an estimated $1.25M sold.

Aveo Capital Partners first reported a position in XLI in Q1 2019 and held it in 25 quarters. The position peaked at $4.93M in Q1 2022. 1,386 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Aveo Capital Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 9,320 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.25M.
Aveo Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and held it in 25 quarters.
Aveo Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $4.93M in Q1 2022.
1,386 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.