LGT Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

LGT Financial Advisors’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 Q4	–	Sell	-94	Closed	-$14.5K	–	387
2025 Q3	$14.5K	Buy	94 +68	+262%	+$10.3K	0.03%	207
2025 Q2	$3.84K	Sell	26 -110	-81%	-$15K	0.01%	316
2025 Q1	$17.8K	Buy	+136	New	+$18.4K	0.05%	160
2024 Q4	–	Sell	-136	Closed	-$18.5K	–	780
2024 Q3	$18.5K	Sell	136 -39	-22%	-$4.96K	0.05%	300
2024 Q2	$21.4K	Sell	175 -883	-83%	-$109K	0.05%	292
2024 Q1	$133K	Buy	1,058 +425	+67%	+$50K	0.15%	152
2023 Q4	$72.2K	Sell	633 -208	-25%	-$21.8K	0.09%	186
2023 Q3	$85.3K	Sell	841 -266	-24%	-$28.5K	0.11%	169
2023 Q2	$119K	Buy	+1,107	New	+$111K	0.13%	133
2023 Q1	–	Sell	-18	Closed	-$1.8K	–	206
2022 Q4	$1.8K	Buy	+18	New	+$1.71K	﹤0.01%	175

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

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

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

LGT Financial Advisors's XLI Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 94 shares — an estimated $14.5K sold.

LGT Financial Advisors first reported a position in XLI in Q4 2022 and held it in 10 quarters. The position peaked at $133K in Q1 2024. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 94 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $14.5K.
LGT Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $133K in Q1 2024.
1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.