EWG Elevate’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

EWG Elevate’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 Q3	$231K	Buy	+1,501	New	+$227K	0.07%	106
2025 Q1	–	Sell	-1,766	Closed	-$233K	–	166
2024 Q4	$233K	Sell	1,766 -327	-16%	-$45.1K	0.07%	135
2024 Q3	$283K	Hold	2,093	–	–	0.11%	90
2024 Q2	$255K	Hold	2,093	–	–	0.09%	113
2024 Q1	$264K	Hold	2,093	–	–	0.1%	103
2023 Q4	$239K	Hold	2,093	–	–	0.1%	92
2023 Q3	$212K	Hold	2,093	–	–	0.1%	84
2023 Q2	$225K	Hold	2,093	–	–	0.09%	86
2023 Q1	$212K	Buy	2,093 +2,082	+18,927%	+$209K	0.09%	83
2022 Q4	$1.08K	Buy	+11	New	+$1.05K	﹤0.01%	655

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MMH

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

EWG Elevate's XLI Position: Q3 2025 in Review

EWG Elevate opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025: 1,501 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: EWG Elevate previously reported a position in XLI as recently as Q4 2024.

EWG Elevate first reported a position in XLI in Q4 2022 and has held it in 10 quarters since. The position peaked at $283K in Q3 2024. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

EWG Elevate held 1,501 shares of State Street Industrial Select Sector SPDR ETF worth $231K as of Q3 2025.
State Street Industrial Select Sector SPDR ETF was a new EWG Elevate position in Q3 2025.
State Street Industrial Select Sector SPDR ETF made up 0.07% of EWG Elevate's portfolio in Q3 2025, its #106 holding.
EWG Elevate first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
EWG Elevate's State Street Industrial Select Sector SPDR ETF position peaked at $283K in Q3 2024.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.