Leicht Financial Planning & Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Leicht Financial Planning & Wealth Management’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	–	Sell	-35,892	Closed	-$4.7M	–	18
2025 Q1	$4.7M	Sell	35,892 -838	-2%	-$113K	2.46%	11
2024 Q4	$4.84M	Sell	36,730 -425	-1%	-$58.6K	2.48%	12
2024 Q3	$5.03M	Sell	37,155 -57	-0.2%	-$7.25K	2.53%	11
2024 Q2	$4.54M	Buy	37,212 +6,845	+23%	+$844K	2.42%	14
2024 Q1	$3.83M	Sell	30,367 -2,860	-9%	-$337K	2.1%	15
2023 Q4	$3.79M	Sell	33,227 -6,757	-17%	-$709K	2.17%	15
2023 Q3	$4.05M	Sell	39,984 -20,229	-34%	-$2.17M	2.5%	12
2023 Q2	$6.46M	Sell	60,213 -1,797	-3%	-$181K	3.9%	9
2023 Q1	$6.27M	Buy	+62,010	New	+$6.24M	3.86%	10
2022 Q2	–	Sell	-67,137	Closed	-$6.91M	–	26
2022 Q1	$6.91M	Sell	67,137 -576	-0.9%	-$58.5K	4.12%	12
2021 Q4	$7.17M	Buy	67,713 +2,048	+3%	+$213K	4.09%	12
2021 Q3	$6.51M	Buy	65,665 +1,669	+3%	+$171K	3.91%	11
2021 Q2	$6.58M	Sell	63,996 -243	-0.4%	-$24.9K	4%	12
2021 Q1	$6.32M	Sell	64,239 -1,347	-2%	-$123K	4.09%	11
2020 Q4	$5.81M	Buy	65,586 +3,776	+6%	+$318K	3.94%	12
2020 Q3	$4.75M	Buy	61,810 +3,439	+6%	+$257K	3.53%	12
2020 Q2	$4M	Buy	+58,371	New	+$3.79M	3.18%	13
2017 Q2	–	Sell	-3,545	Closed	-$227K	–	26
2017 Q1	$227K	Sell	3,545 -1,025	-22%	-$66.2K	0.21%	26
2016 Q4	$289K	Buy	+4,570	New	+$275K	0.27%	27

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Leicht Financial Planning & Wealth Management's XLI Position: Q2 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 35,892 shares — an estimated $4.7M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLI in Q4 2016 and held it in 19 quarters. The position peaked at $7.17M in Q4 2021. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Leicht Financial Planning & Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 35,892 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $4.7M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and held it in 19 quarters.
Leicht Financial Planning & Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $7.17M in Q4 2021.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.