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

KWB 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	-2,330	Closed	-$305K	–	161
2025 Q2	$305K	Sell	2,330 -1,259	-35%	-$172K	0.04%	120
2025 Q1	$473K	Buy	+3,589	New	+$485K	0.06%	99
2023 Q2	–	Sell	-3,024	Closed	-$297K	–	136
2023 Q1	$297K	Hold	3,024	–	–	0.05%	99
2022 Q4	$297K	Buy	+3,024	New	+$288K	0.06%	94

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

KWB Wealth's XLI Position: Q3 2025 in Review

KWB Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 2,330 shares — an estimated $305K sold.

KWB Wealth first reported a position in XLI in Q4 2022 and held it in 4 quarters. The position peaked at $473K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

KWB Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
KWB Wealth sold 2,330 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $305K.
KWB Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
KWB Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $473K in Q1 2025.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.