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Naples Global Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Naples Global 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
Q4 		– Sell
-2,974
Closed -$459K – 452
2025
Q3 		$459K Buy
+2,974
New +$451K 0.04% 336

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Naples Global Advisors's XLI Position: Q4 2025 in Review

Naples Global Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,974 shares — an estimated $459K sold.

Naples Global Advisors first reported a position in XLI in Q3 2025 and held it in 1 quarter. The position peaked at $459K in Q3 2025. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Naples Global Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Naples Global Advisors sold 2,974 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $459K.
  • Naples Global Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Naples Global Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $459K in Q3 2025.
  • 1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Naples Global Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.