Fountainhead AM’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fountainhead AM’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 Q4	–	Sell	-1,865	Closed	-$288K	–	244
2025 Q3	$288K	Buy	1,865 +7	+0.4%	+$1.06K	0.04%	176
2025 Q2	$274K	Sell	1,858 -2,319	-56%	-$316K	0.04%	165
2025 Q1	$547K	Buy	4,177 +667	+19%	+$90.1K	0.09%	77
2024 Q4	$463K	Buy	3,510 +1,698	+94%	+$234K	0.08%	92
2024 Q3	$245K	Buy	1,812 +4	+0.2%	+$508	0.05%	123
2024 Q2	$220K	Buy	1,808 +50	+3%	+$6.16K	0.05%	122
2024 Q1	$221K	Buy	+1,758	New	+$207K	0.05%	123
2022 Q2	–	Sell	-2,276	Closed	-$234K	–	77
2022 Q1	$234K	Buy	2,276 +59	+3%	+$5.99K	0.1%	60
2021 Q4	$235K	Buy	+2,217	New	+$230K	0.1%	66

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

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

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

Fountainhead AM's XLI Position: Q4 2025 in Review

Fountainhead AM sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,865 shares — an estimated $288K sold.

Fountainhead AM first reported a position in XLI in Q4 2021 and held it in 9 quarters. The position peaked at $547K in Q1 2025. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Fountainhead AM reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 1,865 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $288K.
Fountainhead AM first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Fountainhead AM's State Street Industrial Select Sector SPDR ETF position peaked at $547K in Q1 2025.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.