HBK Sorce Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

HBK Sorce Advisory’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	-2,831	Closed	-$432K	–	673
2025 Q3	$432K	Buy	2,831 +20	+0.7%	+$3.03K	0.01%	382
2025 Q2	$415K	Hold	2,811	–	–	0.01%	379
2025 Q1	$368K	Sell	2,811 -76	-3%	-$10.3K	0.01%	404
2024 Q4	$380K	Sell	2,887 -73	-2%	-$10.1K	0.01%	394
2024 Q3	$401K	Buy	2,960 +132	+5%	+$16.8K	0.01%	394
2024 Q2	$345K	Hold	2,828	–	–	0.01%	409
2024 Q1	$356K	Buy	2,828 +105	+4%	+$12.4K	0.01%	412
2023 Q4	$310K	Sell	2,723 -395	-13%	-$41.5K	0.01%	415
2023 Q3	$316K	Sell	3,118 -2,248	-42%	-$241K	0.01%	398
2023 Q2	$576K	Sell	5,366 -198	-4%	-$19.9K	0.02%	297
2023 Q1	$563K	Sell	5,564 -6,164	-53%	-$620K	0.03%	303
2022 Q4	$1.15M	Buy	11,728 +5,581	+91%	+$531K	0.03%	263
2022 Q3	$509K	Buy	6,147 +2,604	+73%	+$240K	0.03%	265
2022 Q2	$309K	Sell	3,543 -3,238	-48%	-$305K	0.02%	328
2022 Q1	$698K	Buy	6,781 +2,271	+50%	+$231K	0.04%	251
2021 Q4	$477K	Buy	4,510 +6	+0.1%	+$623	0.02%	341
2021 Q3	$441K	Sell	4,504 -142	-3%	-$14.6K	0.02%	344
2021 Q2	$476K	Sell	4,646 -722	-13%	-$74K	0.03%	332
2021 Q1	$529K	Sell	5,368 -6,161	-53%	-$564K	0.03%	288
2020 Q4	$1.02M	Buy	11,529 +656	+6%	+$55.3K	0.06%	185
2020 Q3	$837K	Buy	10,873 +456	+4%	+$34.1K	0.06%	187
2020 Q2	$716K	Sell	10,417 -1,234	-11%	-$80K	0.05%	200
2020 Q1	$688K	Sell	11,651 -467	-4%	-$35.2K	0.07%	175
2019 Q4	$987K	Buy	12,118 +390	+3%	+$31.1K	0.09%	167
2019 Q3	$910K	Buy	11,728 +17	+0.1%	+$1.3K	0.09%	166
2019 Q2	$907K	Sell	11,711 -690	-6%	-$52.5K	0.09%	164
2019 Q1	$931K	Sell	12,401 -209	-2%	-$15.1K	0.09%	164
2018 Q4	$812K	Buy	12,610 +9,031	+252%	+$640K	0.09%	166
2018 Q3	$281K	Buy	3,579 +642	+22%	+$48.9K	0.03%	307
2018 Q2	$210K	Buy	+2,937	New	+$218K	0.02%	359

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Sorce Advisory's XLI Position: Q4 2025 in Review

HBK Sorce Advisory sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,831 shares — an estimated $432K sold.

HBK Sorce Advisory first reported a position in XLI in Q2 2018 and held it in 30 quarters. The position peaked at $1.15M in Q4 2022. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

HBK Sorce Advisory reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
HBK Sorce Advisory sold 2,831 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $432K.
HBK Sorce Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and held it in 30 quarters.
HBK Sorce Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $1.15M in Q4 2022.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.