EP
XLI icon

Essential Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Essential Planning’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
-32,500
Closed -$4.48M – 307
2024
Q4 		$4.48M Buy
+32,500
New +$4.48M 0.03% 128

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Essential Planning's XLI Position: Q1 2025 in Review

Essential Planning sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 32,500 shares — an estimated $4.48M sold.

Essential Planning first reported a position in XLI in Q4 2024 and held it in 1 quarter. The position peaked at $4.48M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Essential Planning reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 32,500 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $4.48M.
  • Essential Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street Industrial Select Sector SPDR ETF position peaked at $4.48M in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.