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

Journey Strategic 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	-1,852	Closed	-$273K	–	781
2025 Q2	$273K	Hold	1,852	–	–	0.01%	471
2025 Q1	$243K	Buy	1,852 +232	+14%	+$31.4K	0.01%	404
2024 Q4	$213K	Sell	1,620 -166	-9%	-$22.9K	0.01%	452
2024 Q3	$242K	Sell	1,786 -83	-4%	-$10.6K	0.01%	402
2024 Q2	$228K	Buy	+1,869	New	+$230K	0.01%	330

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

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

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Journey Strategic Wealth's XLI Position: Q3 2025 in Review

Journey Strategic Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 1,852 shares — an estimated $273K sold.

Journey Strategic Wealth first reported a position in XLI in Q2 2024 and held it in 5 quarters. The position peaked at $273K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Journey Strategic Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Journey Strategic Wealth sold 1,852 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $273K.
Journey Strategic Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
Journey Strategic Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $273K in Q2 2025.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.