Brendel Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brendel Financial Advisors’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 Q3	–	Sell	-2,675	Closed	-$395K	–	124
2025 Q2	$395K	Buy	+2,675	New	+$365K	0.22%	67
2022 Q2	–	Sell	-7,446	Closed	-$767K	–	122
2022 Q1	$767K	Buy	+7,446	New	+$756K	0.42%	62
2021 Q3	–	Sell	-9,394	Closed	-$962K	–	281
2021 Q2	$962K	Buy	+9,394	New	+$962K	0.53%	54

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Brendel Financial Advisors's XLI Position: Q3 2025 in Review

Brendel Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 2,675 shares — an estimated $395K sold.

Brendel Financial Advisors first reported a position in XLI in Q2 2021 and held it in 3 quarters. The position peaked at $962K in Q2 2021. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Brendel Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Brendel Financial Advisors sold 2,675 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $395K.
Brendel Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Brendel Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $962K in Q2 2021.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.