Heartwood Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Heartwood Wealth Advisors’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	-151	Closed	-$23.3K	–	612
2025 Q3	$23.3K	Buy	+151	New	+$22.9K	﹤0.01%	351
2023 Q3	–	Sell	-5,125	Closed	-$550K	–	148
2023 Q2	$550K	Buy	+5,125	New	+$516K	0.08%	79

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

Heartwood Wealth Advisors's XLI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 151 shares — an estimated $23.3K sold.

Heartwood Wealth Advisors first reported a position in XLI in Q2 2023 and held it in 2 quarters. The position peaked at $550K in Q2 2023. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 151 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $23.3K.
Heartwood Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
Heartwood Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $550K in Q2 2023.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.