B&D White Capital Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

B&D White Capital Company’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 Q1	–	Sell	-24,656	Closed	-$3.25M	–	79
2024 Q4	$3.25M	Sell	24,656 -4,824	-16%	-$665K	0.55%	22
2024 Q3	$3.99M	Buy	29,480 +7,104	+32%	+$903K	0.69%	20
2024 Q2	$2.73M	Sell	22,376 -14,890	-40%	-$1.84M	0.57%	15
2024 Q1	$4.69M	Buy	37,266 +1,968	+6%	+$232K	1.04%	14
2023 Q4	$4.02M	Buy	+35,298	New	+$3.7M	1.25%	20

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

B&D White Capital Company's XLI Position: Q1 2025 in Review

B&D White Capital Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 24,656 shares — an estimated $3.25M sold.

B&D White Capital Company first reported a position in XLI in Q4 2023 and held it in 5 quarters. The position peaked at $4.69M in Q1 2024. 1,351 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

B&D White Capital Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 24,656 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $3.25M.
B&D White Capital Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
B&D White Capital Company's State Street Industrial Select Sector SPDR ETF position peaked at $4.69M in Q1 2024.
1,351 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.