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

Congress 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 Q2	$35.8M	Buy	242,677 +8,215	+4%	+$1.12M	0.35%	61
2025 Q1	$30.7M	Buy	234,462 +6,167	+3%	+$833K	0.37%	59
2024 Q4	$30.1M	Sell	228,295 -8,361	-4%	-$1.15M	0.41%	56
2024 Q3	$32.1M	Sell	236,656 -9,677	-4%	-$1.23M	0.43%	57
2024 Q2	$30M	Sell	246,333 -113,470	-32%	-$14M	0.48%	42
2024 Q1	$45.3M	Sell	359,803 -2,176	-0.6%	-$256K	0.78%	25
2023 Q4	$41.3M	Sell	361,979 -3,281	-0.9%	-$344K	0.76%	26
2023 Q3	$37M	Buy	365,260 +20,982	+6%	+$2.25M	0.77%	26
2023 Q2	$36.9M	Buy	344,278 +2,006	+0.6%	+$202K	0.86%	24
2023 Q1	$34.6M	Buy	342,272 +7,303	+2%	+$735K	0.83%	25
2022 Q4	$32.9M	Sell	334,969 -24,743	-7%	-$2.36M	0.85%	22
2022 Q3	$29.8M	Buy	359,712 +102	+0%	+$9.39K	0.8%	23
2022 Q2	$31.4M	Buy	359,610 +5,038	+1%	+$475K	0.8%	22
2022 Q1	$36.5M	Sell	354,572 -214,425	-38%	-$21.8M	0.8%	25
2021 Q4	$60.2M	Buy	+568,997	New	+$59.1M	1.2%	15

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Congress Wealth Management's XLI Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.5% in Q2 2025, buying an estimated $1.12M and bringing the position to 242,677 shares worth $35.8M. The position accounts for 0.35% of the portfolio, ranked #61.

Congress Wealth Management first reported a position in XLI in Q4 2021 and has held it in 15 quarters since. The position peaked at $60.2M in Q4 2021. 1,388 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Congress Wealth Management held 242,677 shares of State Street Industrial Select Sector SPDR ETF worth $35.8M as of Q2 2025.
Congress Wealth Management bought 8,215 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.12M.
State Street Industrial Select Sector SPDR ETF made up 0.35% of Congress Wealth Management's portfolio in Q2 2025, its #61 holding.
Congress Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $60.2M in Q4 2021.
1,388 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.