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

Lowe Wealth 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 Q3	$20.1K	Sell	130 -82	-39%	-$12.4K	0.01%	210
2025 Q2	$31.3K	Sell	212 -48	-18%	-$6.55K	0.01%	169
2025 Q1	$34.1K	Sell	260 -200	-43%	-$27K	0.01%	159
2024 Q4	$60.6K	Buy	460 +360	+360%	+$49.6K	0.03%	115
2024 Q3	$13.5K	Hold	100	–	–	0.01%	201
2024 Q2	$12.2K	Sell	100 -100	-50%	-$12.3K	0.01%	208
2024 Q1	$25.2K	Sell	200 -50	-20%	-$5.88K	0.01%	151
2023 Q4	$28.5K	Hold	250	–	–	0.01%	143
2023 Q3	$25.3K	Buy	250 +100	+67%	+$10.7K	0.01%	139
2023 Q2	$16.1K	Buy	+150	New	+$15.1K	0.01%	176
2023 Q1	–	Sell	-200	Closed	-$19.6K	–	361
2022 Q4	$19.6K	Buy	+200	New	+$19K	0.01%	155
2022 Q2	–	Sell	-1,000	Closed	-$103K	–	338
2022 Q1	$103K	Sell	1,000 -200	-17%	-$20.3K	0.05%	70
2021 Q4	$127K	Sell	1,200 -26,462	-96%	-$2.75M	0.06%	61
2021 Q3	$2.71M	Sell	27,662 -539	-2%	-$55.4K	1.28%	12
2021 Q2	$2.89M	Buy	28,201 +175	+0.6%	+$17.9K	1.38%	12
2021 Q1	$2.76M	Buy	28,026 +27,963	+44,386%	+$2.56M	1.39%	12
2020 Q4	$6K	Hold	63	–	–	﹤0.01%	199
2020 Q3	$5K	Hold	63	–	–	﹤0.01%	197
2020 Q2	$4K	Buy	63 +3	+5%	+$195	﹤0.01%	202
2020 Q1	$4K	Buy	+60	New	+$4.52K	﹤0.01%	202
2019 Q2	–	Sell	-33	Closed	-$2K	–	317
2019 Q1	$2K	Buy	+33	New	+$2.39K	﹤0.01%	238
2016 Q2	–	Sell	-100	Closed	-$6K	–	262
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	144
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	160
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	159
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	160
2015 Q1	$6K	Hold	100	–	–	﹤0.01%	148
2014 Q4	$6K	Buy	+100	New	+$5.5K	﹤0.01%	138

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Lowe Wealth Advisors's XLI Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 39% in Q3 2025, selling an estimated $12.4K and leaving 130 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #210.

Lowe Wealth Advisors first reported a position in XLI in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.89M in Q2 2021. 1,415 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Lowe Wealth Advisors held 130 shares of State Street Industrial Select Sector SPDR ETF worth $20.1K as of Q3 2025.
Lowe Wealth Advisors sold 82 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $12.4K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #210 holding.
Lowe Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 27 quarters since.
Lowe Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.89M in Q2 2021.
1,415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.