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

Bristlecone 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	$264K	Hold	1,711	–	–	0.02%	211
2025 Q2	$252K	Hold	1,711	–	–	0.02%	202
2025 Q1	$224K	Hold	1,711	–	–	0.02%	265
2024 Q4	$225K	Hold	1,711	–	–	0.02%	265
2024 Q3	$232K	Hold	1,711	–	–	0.02%	261
2024 Q2	$209K	Buy	+1,711	New	+$211K	0.02%	269

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

Bristlecone Advisors's XLI Position: Q3 2025 in Review

Bristlecone Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2025 at 1,711 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #211.

Bristlecone Advisors first reported a position in XLI in Q2 2024 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Bristlecone Advisors held 1,711 shares of State Street Industrial Select Sector SPDR ETF worth $264K as of Q3 2025.
Bristlecone Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #211 holding.
Bristlecone Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.