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Carolinas Wealth Consulting’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Carolinas Wealth Consulting’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
-1,414
Closed -$185K – 979
2025
Q1 		$185K Sell
1,414
-41
-3% -$5.54K 0.04% 184
2024
Q4 		$192K Hold
1,455
– – 0.04% 186
2024
Q3 		$197K Sell
1,455
-31
-2% -$3.94K 0.04% 183
2024
Q2 		$181K Buy
1,486
+1
+0.1% +$123 0.03% 185
2024
Q1 		$187K Buy
1,485
+1,414
+1,992% +$166K 0.04% 178
2023
Q4 		$8.09K Hold
71
– – ﹤0.01% 565
2023
Q3 		$6.94K Sell
71
-2,161
-97% -$231K ﹤0.01% 568
2023
Q2 		$240K Sell
2,232
-478
-18% -$48.1K 0.05% 158
2023
Q1 		$274K Buy
2,710
+559
+26% +$56.2K 0.06% 146
2022
Q4 		$211K Buy
2,151
+5
+0.2% +$476 0.05% 157
2022
Q3 		$178K Sell
2,146
-336
-14% -$30.9K 0.05% 167
2022
Q2 		$217K Sell
2,482
-731
-23% -$68.9K 0.05% 150
2022
Q1 		$331K Buy
3,213
+6
+0.2% +$609 0.07% 121
2021
Q4 		$339K Buy
3,207
+6
+0.2% +$623 0.07% 121
2021
Q3 		$313K Buy
3,201
+593
+23% +$60.9K 0.07% 117
2021
Q2 		$267K Buy
2,608
+588
+29% +$60.2K 0.06% 137
2021
Q1 		$199K Sell
2,020
-233
-10% -$21.3K 0.05% 163
2020
Q4 		$199K Buy
2,253
+14
+0.6% +$1.18K 0.05% 150
2020
Q3 		$172K Buy
2,239
+828
+59% +$61.9K 0.06% 145
2020
Q2 		$97K Buy
1,411
+64
+5% +$4.15K 0.04% 152
2020
Q1 		$79K Sell
1,347
-706
-34% -$53.2K 0.04% 114
2019
Q4 		$166K Buy
+2,053
New +$164K 0.17% 60

Other funds holding XLI

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

Carolinas Wealth Consulting's XLI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 1,414 shares — an estimated $185K sold.

Carolinas Wealth Consulting first reported a position in XLI in Q4 2019 and held it in 22 quarters. The position peaked at $339K in Q4 2021. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,414 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $185K.
  • Carolinas Wealth Consulting first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's State Street Industrial Select Sector SPDR ETF position peaked at $339K in Q4 2021.
  • 1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.