Collier Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Collier Financial’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 Q1	$1.79M	Buy	+13,631	New	+$1.84M	1.52%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Collier Financial's XLI Position: Q1 2025 in Review

Collier Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025: 13,631 shares worth $1.79M. The stake represents 1.52% of the portfolio and ranks #16 among its holdings.

1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Collier Financial held 13,631 shares of State Street Industrial Select Sector SPDR ETF worth $1.79M as of Q1 2025.
State Street Industrial Select Sector SPDR ETF was a new Collier Financial position in Q1 2025.
State Street Industrial Select Sector SPDR ETF made up 1.52% of Collier Financial's portfolio in Q1 2025, its #16 holding.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.