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XLI icon

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

Campbell 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
2024
Q4 		$41.6M Buy
315,965
+6,057
+2% +$835K 3.75% 7
2024
Q3 		$42M Buy
309,908
+4,440
+1% +$564K 3.74% 7
2024
Q2 		$37.2M Buy
305,468
+8,929
+3% +$1.1M 12.02% 3
2024
Q1 		$37.4M Sell
296,539
-50,506
-15% -$5.94M 3.71% 7
2023
Q4 		$39.6M Buy
347,045
+7,516
+2% +$789K 4.69% 7
2023
Q3 		$34.4M Sell
339,529
-9,373
-3% -$1M 4.19% 8
2023
Q2 		$37.4M Buy
348,902
+8,851
+3% +$891K 4.81% 7
2023
Q1 		$34.4M Buy
340,051
+5,668
+2% +$570K 4.31% 8
2022
Q4 		$32.8M Sell
334,383
-2,379
-0.7% -$227K 4.57% 8
2022
Q3 		$27.9M Buy
336,762
+10,019
+3% +$922K 4.03% 7
2022
Q2 		$28.5M Buy
326,743
+8,301
+3% +$783K 4% 8
2022
Q1 		$32.8M Buy
318,442
+2,463
+0.8% +$250K 3.99% 9
2021
Q4 		$33.4M Buy
315,979
+15,364
+5% +$1.6M 3.82% 9
2021
Q3 		$29.4M Buy
300,615
+7,348
+3% +$755K 3.94% 8
2021
Q2 		$30M Buy
293,267
+102,637
+54% +$10.5M 4.06% 8
2021
Q1 		$18.8M Buy
190,630
+2,891
+2% +$265K 2.57% 9
2020
Q4 		$16.6M Buy
187,739
+984
+0.5% +$82.9K 2.43% 9
2020
Q3 		$14.4M Buy
186,755
+2,492
+1% +$186K 2.35% 9
2020
Q2 		$12.7M Buy
184,263
+3,279
+2% +$213K 2.21% 9
2020
Q1 		$10.7M Buy
180,984
+14,790
+9% +$1.11M 2.33% 9
2019
Q4 		$13.5M Buy
166,194
+8,141
+5% +$650K 2.72% 11
2019
Q3 		$12.3M Buy
158,053
+11,253
+8% +$863K 2.73% 10
2019
Q2 		$11.4M Buy
146,800
+10,669
+8% +$811K 2.73% 10
2019
Q1 		$10.2M Buy
136,131
+8,540
+7% +$618K 2.72% 10
2018
Q4 		$8.22M Buy
+127,591
New +$9.04M 2.54% 11

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Campbell Wealth Management's XLI Position: Q4 2024 in Review

Campbell Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q4 2024, buying an estimated $835K and bringing the position to 315,965 shares worth $41.6M. The position accounts for 3.75% of the portfolio, ranked #7.

Campbell Wealth Management first reported a position in XLI in Q4 2018 and has held it in 25 quarters since. The position peaked at $42M in Q3 2024. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

  • Campbell Wealth Management held 315,965 shares of State Street Industrial Select Sector SPDR ETF worth $41.6M as of Q4 2024.
  • Campbell Wealth Management bought 6,057 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $835K.
  • State Street Industrial Select Sector SPDR ETF made up 3.75% of Campbell Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Campbell Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • Campbell Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $42M in Q3 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.