Long Run Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$12.3M Buy
79,606
+3,706
+5% +$570K 2.33% 11
2025
Q3
$11.7M Buy
75,900
+1,741
+2% +$264K 2.3% 12
2025
Q2
$10.9M Buy
74,159
+591
+0.8% +$80.6K 2.29% 11
2025
Q1
$9.64M Buy
73,568
+3,252
+5% +$439K 2.19% 12
2024
Q4
$9.26M Sell
70,316
-865
-1% -$119K 2.22% 13
2024
Q3
$9.64M Buy
71,181
+1,280
+2% +$163K 2.27% 11
2024
Q2
$8.52M Buy
69,901
+23,091
+49% +$2.85M 2.16% 13
2024
Q1
$5.9M Buy
46,810
+2,173
+5% +$256K 1.55% 17
2023
Q4
$5.09M Buy
44,637
+2,563
+6% +$269K 1.47% 19
2023
Q3
$4.27M Buy
42,074
+1,621
+4% +$174K 1.38% 21
2023
Q2
$4.34M Buy
40,453
+3,825
+10% +$385K 1.39% 22
2023
Q1
$3.71M Sell
36,628
-2,583
-7% -$260K 1.26% 24
2022
Q4
$3.85M Buy
39,211
+799
+2% +$76.1K 1.39% 22
2022
Q3
$3.18M Sell
38,412
-22,876
-37% -$2.11M 1.26% 24
2022
Q2
$5.35M Buy
61,288
+1,487
+2% +$140K 2.07% 14
2022
Q1
$6.17M Buy
59,801
+1,201
+2% +$122K 2.15% 13
2021
Q4
$6.2M Buy
+58,600
New +$6.09M 2.16% 12

Other funds holding XLI

Long Run Wealth Advisors's XLI Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.9% in Q4 2025, buying an estimated $570K and bringing the position to 79,606 shares worth $12.3M. The position accounts for 2.33% of the portfolio, ranked #11.

Long Run Wealth Advisors first reported a position in XLI in Q4 2021 and has held it in 17 quarters since. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Long Run Wealth Advisors held 79,606 shares of State Street Industrial Select Sector SPDR ETF worth $12.3M as of Q4 2025.
  • Long Run Wealth Advisors bought 3,706 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $570K.
  • State Street Industrial Select Sector SPDR ETF made up 2.33% of Long Run Wealth Advisors's portfolio in Q4 2025, its #11 holding.
  • Long Run Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.