Means Investment Company’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Means Investment Company’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
2023 Q1	–	Sell	-28,000	Closed	-$570	–	198
2022 Q4	$570	Buy	+28,000	New	+$2.67M	﹤0.01%	193
2022 Q3	–	Sell	-28,000	Closed	-$2K	–	195
2022 Q2	$2K	Buy	+28,000	New	+$2.64M	﹤0.01%	191

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 $303B AUM 53.02% 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 $445B AUM 25.58% 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

Means Investment Company's XLI Position: Q2 2025 in Review

Means Investment Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 1,593 shares — an estimated $209K sold.

Means Investment Company first reported a position in XLI in Q3 2019 and held it in 8 quarters. The position peaked at $264K in Q3 2024. 1,386 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Means Investment Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Means Investment Company sold 1,593 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $209K.
Means Investment Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 8 quarters.
Means Investment Company's State Street Industrial Select Sector SPDR ETF position peaked at $264K in Q3 2024.
1,386 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Means Investment Company's 13F filing for Q2 2025, filed 25 Jul 2025.