Cavalier Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cavalier Investments’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
2026 Q1	$16.2M	Buy	+100,000	New	+$16.8M	0.44%	26

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cavalier Investments's XLI Position: Q4 2024 in Review

Cavalier Investments sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 2,330 shares — an estimated $316K sold.

Cavalier Investments first reported a position in XLI in Q2 2016 and held it in 30 quarters. The position peaked at $19.2M in Q1 2018. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Cavalier Investments reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Cavalier Investments sold 2,330 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $316K.
Cavalier Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2016 and held it in 30 quarters.
Cavalier Investments's State Street Industrial Select Sector SPDR ETF position peaked at $19.2M in Q1 2018.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.