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Financial Advocates Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-6,742
Closed -$995K – 610
2025
Q2 		$995K Sell
6,742
-15,484
-70% -$2.11M 0.08% 229
2025
Q1 		$2.91M Sell
22,226
-1,680
-7% -$227K 0.2% 118
2024
Q4 		$3.15M Buy
23,906
+8,149
+52% +$1.12M 0.18% 126
2024
Q3 		$1.8M Sell
15,757
-6,545
-29% -$832K 0.1% 199
2024
Q2 		$2.72M Buy
22,302
+1,818
+9% +$224K 0.17% 137
2024
Q1 		$2.28M Sell
20,484
-9,164
-31% -$1.08M 0.13% 168
2023
Q4 		$3.38M Buy
29,648
+11,916
+67% +$1.25M 0.22% 111
2023
Q3 		$1.8M Sell
17,732
-12,709
-42% -$1.36M 0.13% 178
2023
Q2 		$3.27M Sell
30,441
-81
-0.3% -$8.15K 0.23% 107
2023
Q1 		$3.09M Sell
30,522
-3,306
-10% -$333K 0.22% 110
2022
Q4 		$3.32M Buy
33,828
+7,435
+28% +$708K 0.25% 99
2022
Q3 		$2.19M Sell
26,393
-1,306
-5% -$120K 0.18% 137
2022
Q2 		$2.42M Sell
27,699
-3,564
-11% -$336K 0.2% 132
2022
Q1 		$3.22M Buy
31,263
+7,299
+30% +$741K 0.21% 118
2021
Q4 		$2.41M Sell
23,964
-9,229
-28% -$959K 0.15% 156
2021
Q3 		$3.25M Buy
33,193
+20,532
+162% +$2.11M 0.22% 116
2021
Q2 		$1.31M Sell
12,661
-16,156
-56% -$1.66M 0.09% 268
2021
Q1 		$2.84M Sell
28,817
-122,579
-81% -$11.2M 0.2% 114
2020
Q4 		$13.1M Buy
151,396
+132,630
+707% +$11.2M 0.9% 17
2020
Q3 		$1.45M Buy
18,766
+4,358
+30% +$326K 0.12% 182
2020
Q2 		$765K Sell
14,408
-5,233
-27% -$339K 0.07% 286
2020
Q1 		$1.16M Buy
19,641
+13,943
+245% +$1.05M 0.17% 162
2019
Q4 		$464K Buy
5,698
+759
+15% +$60.6K 0.05% 328
2019
Q3 		$378K Buy
4,939
+261
+6% +$20K 0.04% 339
2019
Q2 		$362K Sell
4,678
-513
-10% -$39K 0.04% 341
2019
Q1 		$389K Sell
5,191
-13,298
-72% -$962K 0.05% 315
2018
Q4 		$1.19M Sell
18,489
-13,928
-43% -$987K 0.16% 147
2018
Q3 		$2.54M Buy
32,417
+2,681
+9% +$204K 0.28% 90
2018
Q2 		$2.13M Buy
29,736
+3,275
+12% +$243K 0.26% 95
2018
Q1 		$1.97M Buy
26,461
+1,979
+8% +$152K 0.26% 92
2017
Q4 		$1.85M Buy
+24,482
New +$1.78M 0.25% 90

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 $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Financial Advocates Investment Management's XLI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 6,742 shares — an estimated $995K sold.

Financial Advocates Investment Management first reported a position in XLI in Q4 2017 and held it in 31 quarters. The position peaked at $13.1M in Q4 2020. 1,413 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,742 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $995K.
  • Financial Advocates Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $13.1M in Q4 2020.
  • 1,413 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.