McElhenny Sheffield Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

McElhenny Sheffield Capital 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 Q4	–	Sell	-102,130	Closed	-$15.8M	–	121
2025 Q3	$15.8M	Buy	+102,130	New	+$15.5M	3.73%	7
2024 Q3	–	Sell	-113,395	Closed	-$13.8M	–	109
2024 Q2	$13.8M	Buy	+113,395	New	+$14M	4.77%	7
2023 Q2	–	Sell	-72,246	Closed	-$7.31M	–	107
2023 Q1	$7.31M	Buy	+72,246	New	+$7.27M	3.85%	9

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

McElhenny Sheffield Capital Management's XLI Position: Q4 2025 in Review

McElhenny Sheffield Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 102,130 shares — an estimated $15.8M sold.

McElhenny Sheffield Capital Management first reported a position in XLI in Q1 2023 and held it in 3 quarters. The position peaked at $15.8M in Q3 2025. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

McElhenny Sheffield Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 102,130 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $15.8M.
McElhenny Sheffield Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
McElhenny Sheffield Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $15.8M in Q3 2025.
1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.