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

Bleakley Financial Group’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	-2,312	Closed	-$305K	–	1032
2024 Q4	$305K	Buy	2,312 +19	+0.8%	+$2.62K	0.01%	797
2024 Q3	$311K	Sell	2,293 -949	-29%	-$121K	0.01%	758
2024 Q2	$395K	Sell	3,242 -54	-2%	-$6.66K	0.01%	678
2024 Q1	$415K	Hold	3,296	–	–	0.01%	668
2023 Q4	$376K	Sell	3,296 -125	-4%	-$13.1K	0.01%	664
2023 Q3	$347K	Sell	3,421 -352	-9%	-$37.7K	0.01%	643
2023 Q2	$405K	Buy	3,773 +345	+10%	+$34.7K	0.01%	644
2023 Q1	$347K	Hold	3,428	–	–	0.01%	667
2022 Q4	$337K	Buy	+3,428	New	+$326K	0.01%	664

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

Bleakley Financial Group's XLI Position: Q1 2025 in Review

Bleakley Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 2,312 shares — an estimated $305K sold.

Bleakley Financial Group first reported a position in XLI in Q4 2022 and held it in 9 quarters. The position peaked at $415K in Q1 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Bleakley Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 2,312 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $305K.
Bleakley Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $415K in Q1 2024.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.