Lodestar Private Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lodestar Private Asset 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	-2,188	Closed	-$287K	–	229
2025 Q1	$287K	Hold	2,188	–	–	0.04%	179
2024 Q4	$288K	Buy	+2,188	New	+$302K	0.04%	181

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

Lodestar Private Asset Management's XLI Position: Q2 2025 in Review

Lodestar Private Asset Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 2,188 shares — an estimated $287K sold.

Lodestar Private Asset Management first reported a position in XLI in Q4 2024 and held it in 2 quarters. The position peaked at $288K in Q4 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Lodestar Private Asset Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Lodestar Private Asset Management sold 2,188 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $287K.
Lodestar Private Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Lodestar Private Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $288K in Q4 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Lodestar Private Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.