Deane Retirement Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Deane Retirement Strategies’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 Q4	–	Sell	-864	Closed	-$133K	–	82
2025 Q3	$133K	Buy	+864	New	+$131K	0.06%	39
2022 Q1	–	Sell	-38,709	Closed	-$4.09M	–	66
2021 Q4	$4.09M	Buy	38,709 +531	+1%	+$55.2K	2.16%	15
2021 Q3	$3.73M	Sell	38,178 -36	-0.1%	-$3.7K	2.09%	15
2021 Q2	$3.91M	Buy	+38,214	New	+$3.92M	2.15%	17
2021 Q1	–	Sell	-57,570	Closed	-$5.1M	–	84
2020 Q4	$5.1M	Buy	+57,570	New	+$4.85M	3.11%	10

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

MMH

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

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

Deane Retirement Strategies's XLI Position: Q4 2025 in Review

Deane Retirement Strategies sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 864 shares — an estimated $133K sold.

Deane Retirement Strategies first reported a position in XLI in Q4 2020 and held it in 5 quarters. The position peaked at $5.1M in Q4 2020. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Deane Retirement Strategies reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Deane Retirement Strategies sold 864 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $133K.
Deane Retirement Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Deane Retirement Strategies's State Street Industrial Select Sector SPDR ETF position peaked at $5.1M in Q4 2020.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Deane Retirement Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.