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

CarsonAllaria 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 Q3	–	Sell	-134	Closed	-$19.8K	–	341
2025 Q2	$19.8K	Hold	134	–	–	0.01%	200
2025 Q1	$17.6K	Hold	134	–	–	0.01%	204
2024 Q4	$17.7K	Hold	134	–	–	0.01%	207
2024 Q3	$18.1K	Buy	+134	New	+$17K	0.01%	209
2024 Q2	–	Sell	-12	Closed	-$1.51K	–	427
2024 Q1	$1.51K	Buy	+12	New	+$1.41K	﹤0.01%	346

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

CarsonAllaria Wealth Management's XLI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 134 shares — an estimated $19.8K sold.

CarsonAllaria Wealth Management first reported a position in XLI in Q1 2024 and held it in 5 quarters. The position peaked at $19.8K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 134 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $19.8K.
CarsonAllaria Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
CarsonAllaria Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $19.8K in Q2 2025.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.