IronBridge Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

IronBridge Private Wealth’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	-32,454	Closed	-$4.79M	–	51
2025 Q2	$4.79M	Sell	32,454 -60	-0.2%	-$8.19K	1.67%	18
2025 Q1	$4.26M	Buy	32,514 +967	+3%	+$131K	1.68%	20
2024 Q4	$4.16M	Buy	+31,547	New	+$4.35M	1.53%	20
2022 Q2	–	Sell	-76,979	Closed	-$7.93M	–	46
2022 Q1	$7.93M	Buy	+76,979	New	+$7.82M	4.89%	4

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Citigroup New York $303B AUM 53.02% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MMH

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

IronBridge Private Wealth's XLI Position: Q3 2025 in Review

IronBridge Private Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 32,454 shares — an estimated $4.79M sold.

IronBridge Private Wealth first reported a position in XLI in Q1 2022 and held it in 4 quarters. The position peaked at $7.93M in Q1 2022. 1,415 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

IronBridge Private Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
IronBridge Private Wealth sold 32,454 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $4.79M.
IronBridge Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
IronBridge Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $7.93M in Q1 2022.
1,415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on IronBridge Private Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.