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Hoxton Planning & Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Hoxton Planning & Management’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
Q1 		– Sell
-1,560
Closed -$206K – 219
2024
Q4 		$206K Hold
1,560
– – 0.08% 199
2024
Q3 		$211K Buy
+1,560
New +$198K 0.08% 191

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hoxton Planning & Management's XLI Position: Q1 2025 in Review

Hoxton Planning & Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 1,560 shares — an estimated $206K sold.

Hoxton Planning & Management first reported a position in XLI in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Hoxton Planning & Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,560 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $206K.
  • Hoxton Planning & Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Hoxton Planning & Management's State Street Industrial Select Sector SPDR ETF position peaked at $211K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Hoxton Planning & Management's 13F filing for Q1 2025, filed 8 May 2025.