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

BNC 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 Q2	–	Sell	-15,641	Closed	-$2.05M	–	108
2025 Q1	$2.05M	Buy	15,641 +1,881	+14%	+$254K	0.74%	41
2024 Q4	$1.81M	Buy	+13,760	New	+$1.9M	0.6%	42
2024 Q2	–	Sell	-3,165	Closed	-$399K	–	109
2024 Q1	$399K	Sell	3,165 -1,594	-33%	-$188K	0.17%	75
2023 Q4	$542K	Buy	+4,759	New	+$499K	0.26%	65
2022 Q2	–	Sell	-4,809	Closed	-$495K	–	132
2022 Q1	$495K	Buy	+4,809	New	+$488K	0.24%	70

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

BNC Wealth Management's XLI Position: Q2 2025 in Review

BNC Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 15,641 shares — an estimated $2.05M sold.

BNC Wealth Management first reported a position in XLI in Q1 2022 and held it in 5 quarters. The position peaked at $2.05M in Q1 2025. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

BNC Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
BNC Wealth Management sold 15,641 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $2.05M.
BNC Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
BNC Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.05M in Q1 2025.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on BNC Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.