Grandfield & Dodd’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Grandfield & Dodd’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	-1,500	Closed	-$221K	–	215
2025 Q2	$221K	Buy	+1,500	New	+$205K	0.01%	206
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	211
2024 Q3	$203K	Buy	+1,500	New	+$191K	0.01%	206
2023 Q1	–	Sell	-2,203	Closed	-$216K	–	195
2022 Q4	$216K	Buy	+2,203	New	+$210K	0.02%	182
2022 Q2	–	Sell	-2,129	Closed	-$220K	–	205
2022 Q1	$220K	Hold	2,129	–	–	0.01%	197
2021 Q4	$230K	Buy	+2,129	New	+$221K	0.01%	194

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

Grandfield & Dodd's XLI Position: Q3 2025 in Review

Grandfield & Dodd sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 1,500 shares — an estimated $221K sold.

Grandfield & Dodd first reported a position in XLI in Q4 2021 and held it in 5 quarters. The position peaked at $230K in Q4 2021. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Grandfield & Dodd reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Grandfield & Dodd sold 1,500 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $221K.
Grandfield & Dodd first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Grandfield & Dodd's State Street Industrial Select Sector SPDR ETF position peaked at $230K in Q4 2021.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Grandfield & Dodd's 13F filing for Q3 2025, filed 30 Oct 2025.