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

McClarren 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 Q2	–	Sell	-84	Closed	-$11K	–	309
2025 Q1	$11K	Buy	84 +7	+9%	+$946	0.01%	211
2024 Q4	$10K	Hold	77	–	–	0.03%	154
2024 Q3	$10	Sell	77 -44	-36%	-$5.59K	﹤0.01%	189
2024 Q2	$9K	Buy	121 +44	+57%	+$5.42K	0.01%	252
2024 Q1	$10K	Hold	77	–	–	0.01%	244
2023 Q4	$9K	Buy	77 +1	+1%	+$105	0.01%	278
2023 Q3	$7K	Buy	76 +1	+1%	+$107	0.01%	269
2023 Q2	$8K	Hold	75	–	–	0.01%	265
2023 Q1	$7K	Hold	75	–	–	0.01%	259
2022 Q4	$7K	Buy	+75	New	+$7.14K	0.01%	265

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

McClarren Financial Advisors's XLI Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 84 shares — an estimated $11K sold.

McClarren Financial Advisors first reported a position in XLI in Q4 2022 and held it in 10 quarters. The position peaked at $11K in Q1 2025. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

McClarren Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 84 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $11K.
McClarren Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
McClarren Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11K in Q1 2025.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.