Lindbrook Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lindbrook Capital’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 Q1	$1.95M	Buy	14,915 +9,320	+167%	+$1.26M	0.18%	78
2024 Q4	$737K	Hold	5,595	–	–	0.07%	170
2024 Q3	$758K	Hold	5,595	–	–	0.07%	170
2024 Q2	$682K	Sell	5,595 -115	-2%	-$14.2K	0.06%	167
2024 Q1	$719K	Hold	5,710	–	–	0.07%	168
2023 Q4	$651K	Hold	5,710	–	–	0.07%	164
2023 Q3	$579K	Sell	5,710 -1,180	-17%	-$126K	0.06%	164
2023 Q2	$739K	Buy	6,890 +5,885	+586%	+$593K	0.08%	147
2023 Q1	$102K	Sell	1,005 -11	-1%	-$1.11K	0.01%	479
2022 Q4	$99.8K	Buy	1,016 +115	+13%	+$11K	0.01%	483
2022 Q3	$75K	Sell	901 -1,266	-58%	-$117K	0.01%	525
2022 Q2	$189K	Buy	2,167 +1,767	+442%	+$167K	0.03%	297
2022 Q1	$41K	Sell	400 -252	-39%	-$25.6K	0.01%	742
2021 Q4	$69K	Buy	652 +52	+9%	+$5.4K	0.01%	615
2021 Q3	$59K	Sell	600 -393	-40%	-$40.4K	0.02%	401
2021 Q2	$102K	Hold	993	–	–	0.02%	291
2021 Q1	$98K	Buy	993 +47	+5%	+$4.3K	0.02%	277
2020 Q4	$84K	Buy	946 +231	+32%	+$19.5K	0.02%	276
2020 Q3	$55K	Buy	715 +203	+40%	+$15.2K	0.02%	341
2020 Q2	$35K	Buy	+512	New	+$33.2K	0.01%	449

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Lindbrook Capital's XLI Position: Q1 2025 in Review

Lindbrook Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 167% in Q1 2025, buying an estimated $1.26M and bringing the position to 14,915 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #78.

Lindbrook Capital first reported a position in XLI in Q2 2020 and has held it in 20 quarters since. 1,351 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Lindbrook Capital held 14,915 shares of State Street Industrial Select Sector SPDR ETF worth $1.95M as of Q1 2025.
Lindbrook Capital bought 9,320 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $1.26M.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Lindbrook Capital's portfolio in Q1 2025, its #78 holding.
Lindbrook Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 20 quarters since.
1,351 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.