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Legacy Investment Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Investment Solutions’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
Q2 		$3.98K Buy
+27
New +$3.68K ﹤0.01% 426
2024
Q4 		$3.71K Hold
27
– – ﹤0.01% 424
2024
Q3 		$3.84K Buy
+27
New +$3.43K ﹤0.01% 415

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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

Legacy Investment Solutions's XLI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025: 27 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLI in Q3 2024 and has held it in 3 quarters since. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

  • Legacy Investment Solutions held 27 shares of State Street Industrial Select Sector SPDR ETF worth $3.98K as of Q2 2025.
  • State Street Industrial Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #426 holding.
  • Legacy Investment Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.