Freedom Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Sell |
1,452
-672
| -32% | -$113K | 0.07% | 97 |
|
|
2025
Q4 | $330K | Sell |
2,124
-4,406
| -67% | -$678K | 0.1% | 76 |
|
|
2025
Q3 | $1.01M | Sell |
6,530
-3,802
| -37% | -$576K | 0.27% | 43 |
|
|
2025
Q2 | $1.52M | Sell |
10,332
-7,762
| -43% | -$1.06M | 0.12% | 147 |
|
|
2025
Q1 | $2.37M | Buy |
18,094
+627
| +4% | +$84.7K | 0.2% | 82 |
|
|
2024
Q4 | $2.3M | Sell |
17,467
-7,598
| -30% | -$1.05M | 0.19% | 83 |
|
|
2024
Q3 | $3.39M | Buy |
25,065
+1,052
| +4% | +$134K | 0.27% | 67 |
|
|
2024
Q2 | $2.93M | Buy |
24,013
+2,714
| +13% | +$334K | 0.24% | 70 |
|
|
2024
Q1 | $2.68M | Buy |
21,299
+3,218
| +18% | +$379K | 0.22% | 83 |
|
|
2023
Q4 | $2.06M | Buy |
18,081
+7,089
| +64% | +$744K | 0.17% | 114 |
|
|
2023
Q3 | $1.11M | Buy |
+10,992
| New | +$1.18M | 0.14% | 181 |
|
|
2023
Q2 | – | Sell |
-12,801
| Closed | -$1.3M | – | 785 |
|
|
2023
Q1 | $1.3M | Buy |
12,801
+7,698
| +151% | +$774K | 0.15% | 182 |
|
|
2022
Q4 | $501K | Buy |
+5,103
| New | +$486K | 0.06% | 424 |
|
|
2022
Q2 | – | Sell |
-6,294
| Closed | -$648K | – | 847 |
|
|
2022
Q1 | $648K | Buy |
+6,294
| New | +$639K | 0.06% | 400 |
|
|
2021
Q4 | – | Sell |
-26,770
| Closed | -$2.62M | – | 920 |
|
|
2021
Q3 | $2.62M | Buy |
+26,770
| New | +$2.75M | 0.2% | 120 |
|
|
2021
Q2 | – | Sell |
-8,650
| Closed | -$852K | – | 916 |
|
|
2021
Q1 | $852K | Buy |
+8,650
| New | +$792K | 0.07% | 348 |
|
|
2020
Q4 | – | Sell |
-12,937
| Closed | -$996K | – | 657 |
|
|
2020
Q3 | $996K | Buy |
+12,937
| New | +$968K | 0.11% | 178 |
|
|
2020
Q1 | – | Sell |
-4,369
| Closed | -$356K | – | 722 |
|
|
2019
Q4 | $356K | Sell |
4,369
-12,629
| -74% | -$1.01M | 0.03% | 441 |
|
|
2019
Q3 | $1.32M | Buy |
+16,998
| New | +$1.3M | 0.11% | 174 |
|
|
2019
Q2 | – | Sell |
-55,841
| Closed | -$4.19M | – | 739 |
|
|
2019
Q1 | $4.19M | Buy |
+55,841
| New | +$4.04M | 0.34% | 55 |
|
|
2017
Q3 | – | Sell |
-14,711
| Closed | -$1M | – | 1158 |
|
|
2017
Q2 | $1M | Sell |
14,711
-48,066
| -77% | -$3.21M | 0.06% | 313 |
|
|
2017
Q1 | $4.08M | Buy |
62,777
+58,866
| +1,505% | +$3.8M | 0.24% | 45 |
|
|
2016
Q4 | $243K | Sell |
3,911
-5,497
| -58% | -$331K | 0.02% | 789 |
|
|
2016
Q3 | $549K | Buy |
+9,408
| New | +$546K | 0.04% | 421 |
|
|
2016
Q2 | – | Sell |
-56,200
| Closed | -$3.12M | – | 906 |
|
|
2016
Q1 | $3.12M | Buy |
+56,200
| New | +$2.91M | 0.23% | 41 |
|
|
2015
Q4 | – | Sell |
-100,000
| Closed | – | – | 807 |
|
|
2015
Q3 | $0 | Buy |
100,000
+88,843
| +796% | +$4.68M | ﹤0.01% | 742 |
|
|
2015
Q2 | $603K | Buy |
11,157
+3,174
| +40% | +$178K | 0.06% | 287 |
|
|
2015
Q1 | $445K | Buy |
7,983
+2,263
| +40% | +$127K | 0.05% | 349 |
|
|
2014
Q4 | $324K | Buy |
+5,720
| New | +$314K | 0.04% | 399 |
|
Other funds holding XLI
MMH
MIFH
Freedom Investment Management's XLI Position: Q1 2026 in Review
Freedom Investment Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 32% in Q1 2026, selling an estimated $113K and leaving 1,452 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #97.
Freedom Investment Management first reported a position in XLI in Q4 2014 and has held it in 29 quarters since. The position peaked at $4.19M in Q1 2019. 1,557 funds tracked by Wall St. Rank hold XLI as of Q1 2026.
- Freedom Investment Management held 1,452 shares of State Street Industrial Select Sector SPDR ETF worth $235K as of Q1 2026.
- Freedom Investment Management sold 672 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $113K.
- State Street Industrial Select Sector SPDR ETF made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #97 holding.
- Freedom Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 29 quarters since.
- Freedom Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.19M in Q1 2019.
- 1,557 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.
Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.