Comprehensive Financial Consultants Institutional’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Comprehensive Financial Consultants Institutional’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	–	Sell	-1,538	Closed	-$203K	–	183
2024 Q4	$203K	Buy	+1,538	New	+$212K	0.07%	165
2022 Q2	–	Sell	-4,732	Closed	-$452K	–	164
2022 Q1	$452K	Sell	4,732 -403	-8%	-$40.9K	0.31%	106
2021 Q4	$509K	Buy	+5,135	New	+$533K	0.33%	95

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

Comprehensive Financial Consultants Institutional's XLI Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 1,538 shares — an estimated $203K sold.

Comprehensive Financial Consultants Institutional first reported a position in XLI in Q4 2021 and held it in 3 quarters. The position peaked at $509K in Q4 2021. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Comprehensive Financial Consultants Institutional reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 1,538 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $203K.
Comprehensive Financial Consultants Institutional first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Comprehensive Financial Consultants Institutional's State Street Industrial Select Sector SPDR ETF position peaked at $509K in Q4 2021.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.