Independent Order of Foresters’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Independent Order of Foresters’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
2024 Q4	–	Sell	-12,096	Closed	-$1.64M	–	10
2024 Q3	$1.64M	Hold	12,096	–	–	0.95%	10
2024 Q2	$1.47M	Hold	12,096	–	–	0.91%	11
2024 Q1	$1.52M	Sell	12,096 -1,101	-8%	-$130K	0.97%	10
2023 Q4	$1.5M	Hold	13,197	–	–	0.96%	11
2023 Q3	$1.34M	Hold	13,197	–	–	0.96%	12
2023 Q2	$1.42M	Hold	13,197	–	–	0.97%	12
2023 Q1	$1.34M	Hold	13,197	–	–	0.99%	10
2022 Q4	$1.3M	Hold	13,197	–	–	1.04%	9
2022 Q3	$1.09M	Hold	13,197	–	–	0.94%	12
2022 Q2	$1.15M	Sell	13,197 -2,024	-13%	-$191K	0.94%	12
2022 Q1	$1.57M	Hold	15,221	–	–	0.92%	11
2021 Q4	$1.61M	Hold	15,221	–	–	0.89%	11
2021 Q3	$1.49M	Sell	15,221 -854	-5%	-$87.7K	0.89%	11
2021 Q2	$1.65M	Hold	16,075	–	–	0.93%	10
2021 Q1	$1.58M	Sell	16,075 -1,777	-10%	-$163K	0.96%	10
2020 Q4	$1.58M	Hold	17,852	–	–	0.93%	10
2020 Q3	$1.37M	Hold	17,852	–	–	0.93%	11
2020 Q2	$1.23M	Buy	+17,852	New	+$1.16M	0.9%	11

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Order of Foresters's XLI Position: Q4 2024 in Review

Independent Order of Foresters sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024, closing a stake of 12,096 shares — an estimated $1.64M sold.

Independent Order of Foresters first reported a position in XLI in Q2 2020 and held it in 18 quarters. The position peaked at $1.65M in Q2 2021. 1,370 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

Independent Order of Foresters reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 12,096 State Street Industrial Select Sector SPDR ETF shares in Q4 2024, an estimated $1.64M.
Independent Order of Foresters first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's State Street Industrial Select Sector SPDR ETF position peaked at $1.65M in Q2 2021.
1,370 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.