Financial Services Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Services Advisory’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	–	Sell	-6,408	Closed	-$840K	–	62
2025 Q1	$840K	Sell	6,408 -5,700	-47%	-$770K	0.32%	31
2024 Q4	$1.6M	Buy	+12,108	New	+$1.67M	0.37%	35
2023 Q2	–	Sell	-27,631	Closed	-$2.8M	–	46
2023 Q1	$2.8M	Buy	27,631 +5,564	+25%	+$560K	1.83%	13
2022 Q4	$2.17M	Buy	+22,067	New	+$2.1M	1.4%	17

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

Financial Services Advisory's XLI Position: Q2 2025 in Review

Financial Services Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 6,408 shares — an estimated $840K sold.

Financial Services Advisory first reported a position in XLI in Q4 2022 and held it in 4 quarters. The position peaked at $2.8M in Q1 2023. 1,388 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Financial Services Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Financial Services Advisory sold 6,408 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $840K.
Financial Services Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
Financial Services Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $2.8M in Q1 2023.
1,388 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.