GRP
XLI icon

Global Retirement Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Retirement 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
Q4 		$4.98M Buy
32,089
+5,254
+20% +$808K 0.09% 211
2025
Q3 		$4.14M Buy
26,835
+1,713
+7% +$260K 0.09% 199
2025
Q2 		$3.71M Buy
+25,122
New +$3.43M 0.09% 201
2024
Q4 		$4.04M Buy
30,660
+2,172
+8% +$299K 0.12% 174
2024
Q3 		$3.86M Sell
28,488
-4,596
-14% -$584K 0.12% 171
2024
Q2 		$4.03M Sell
33,084
-2,437
-7% -$300K 0.13% 161
2024
Q1 		$4.47M Buy
35,521
+1,075
+3% +$127K 0.17% 131
2023
Q4 		$3.82M Sell
34,446
-8,950
-21% -$939K 0.16% 136
2023
Q3 		$4.34M Buy
43,396
+11,723
+37% +$1.25M 0.22% 98
2023
Q2 		$3.4M Buy
31,673
+3,520
+13% +$354K 0.17% 127
2023
Q1 		$2.79M Buy
28,153
+12,017
+74% +$1.21M 0.15% 146
2022
Q4 		$1.58M Buy
16,136
+3,555
+28% +$339K 0.11% 189
2022
Q3 		$1.19M Buy
12,581
+521
+4% +$48K 0.09% 227
2022
Q2 		$1.05M Sell
12,060
-1,762
-13% -$166K 0.08% 239
2022
Q1 		$1.26M Buy
+13,822
New +$1.4M 0.1% 219
2021
Q4 		– Sell
-29,679
Closed -$2.9M – 1842
2021
Q3 		$2.9M Buy
29,679
+6,636
+29% +$682K 0.29% 62
2021
Q2 		$2.36M Buy
23,043
+2,182
+10% +$224K 0.24% 88
2021
Q1 		$2.05M Buy
20,861
+6,256
+43% +$573K 0.24% 86
2020
Q4 		$1.29M Buy
14,605
+1,339
+10% +$113K 0.16% 129
2020
Q3 		$1.02M Buy
13,266
+7,135
+116% +$534K 0.15% 145
2020
Q2 		$421K Sell
6,131
-770
-11% -$49.9K 0.07% 248
2020
Q1 		$407K Sell
6,901
-486
-7% -$36.6K 0.08% 219
2019
Q4 		$602K Buy
7,387
+442
+6% +$35.3K 0.09% 205
2019
Q3 		$539K Sell
6,945
-33
-0.5% -$2.53K 0.09% 205
2019
Q2 		$540K Buy
6,978
+3,117
+81% +$237K 0.1% 174
2019
Q1 		$290K Sell
3,861
-785
-17% -$56.8K 0.07% 232
2018
Q4 		$299K Sell
4,646
-2,583
-36% -$183K 0.08% 227
2018
Q3 		$567K Buy
7,229
+99
+1% +$7.54K 0.13% 156
2018
Q2 		$511K Buy
7,130
+1,652
+30% +$123K 0.13% 162
2018
Q1 		$407K Buy
5,478
+602
+12% +$46.4K 0.11% 186
2017
Q4 		$369K Buy
4,876
+1
+0% +$73 0.1% 181
2017
Q3 		$346K Sell
4,875
-535
-10% -$36.8K 0.14% 136
2017
Q2 		$368K Buy
5,410
+2,347
+77% +$157K 0.17% 121
2017
Q1 		$199K Buy
3,063
+1,894
+162% +$122K 0.11% 174
2016
Q4 		$73K Buy
+1,169
New +$70.4K 0.05% 298

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's XLI Position: Q4 2025 in Review

Global Retirement Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q4 2025, buying an estimated $808K and bringing the position to 32,089 shares worth $4.98M. The position accounts for 0.09% of the portfolio, ranked #211.

Global Retirement Partners first reported a position in XLI in Q4 2016 and has held it in 35 quarters since. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Global Retirement Partners held 32,089 shares of State Street Industrial Select Sector SPDR ETF worth $4.98M as of Q4 2025.
  • Global Retirement Partners bought 5,254 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $808K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Global Retirement Partners's portfolio in Q4 2025, its #211 holding.
  • Global Retirement Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 35 quarters since.
  • 1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.