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

IronOak 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
2024 Q4	$254K	Buy	+1,930	New	+$266K	0.28%	60

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IronOak Wealth's XLI Position: Q4 2024 in Review

IronOak Wealth opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2024: 1,930 shares worth $254K. The stake represents 0.28% of the portfolio and ranks #60 among its holdings.

1,372 funds tracked by Wall St. Rank hold XLI as of Q4 2024.

IronOak Wealth held 1,930 shares of State Street Industrial Select Sector SPDR ETF worth $254K as of Q4 2024.
State Street Industrial Select Sector SPDR ETF was a new IronOak Wealth position in Q4 2024.
State Street Industrial Select Sector SPDR ETF made up 0.28% of IronOak Wealth's portfolio in Q4 2024, its #60 holding.
1,372 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.