Fort Point Capital Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fort Point Capital Partners’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	-1,630	Closed	-$241K	–	318
2025 Q2	$241K	Buy	1,630 +11	+0.7%	+$1.5K	0.02%	299
2025 Q1	$212K	Sell	1,619 -45	-3%	-$6.08K	0.02%	299
2024 Q4	$219K	Buy	1,664 +1	+0.1%	+$138	0.02%	288
2024 Q3	$225K	Buy	+1,663	New	+$211K	0.03%	269
2024 Q2	–	Sell	-1,866	Closed	-$235K	–	335
2024 Q1	$235K	Hold	1,866	–	–	0.03%	290
2023 Q4	$213K	Buy	+1,866	New	+$196K	0.03%	277
2023 Q3	–	Sell	-1,884	Closed	-$202K	–	306
2023 Q2	$202K	Buy	+1,884	New	+$190K	0.03%	266
2022 Q2	–	Sell	-2,118	Closed	-$218K	–	304
2022 Q1	$218K	Buy	2,118 +29	+1%	+$2.95K	0.03%	267
2021 Q4	$221K	Buy	2,089 +1	+0%	+$104	0.03%	266
2021 Q3	$204K	Buy	+2,088	New	+$214K	0.03%	243

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

Fort Point Capital Partners's XLI Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 1,630 shares — an estimated $241K sold.

Fort Point Capital Partners first reported a position in XLI in Q3 2021 and held it in 10 quarters. The position peaked at $241K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Fort Point Capital Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 1,630 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $241K.
Fort Point Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 10 quarters.
Fort Point Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $241K in Q2 2025.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.