Narus Financial Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Narus Financial Partners’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	-1,669	Closed	-$219K	–	165
2025 Q1	$219K	Sell	1,669 -1,658	-50%	-$224K	0.07%	141
2024 Q4	$438K	Sell	3,327 -1,524	-31%	-$210K	0.15%	86
2024 Q3	$657K	Sell	4,851 -340	-7%	-$43.2K	0.24%	64
2024 Q2	$633K	Buy	5,191 +183	+4%	+$22.6K	0.26%	63
2024 Q1	$631K	Buy	5,008 +186	+4%	+$21.9K	0.27%	64
2023 Q4	$550K	Buy	4,822 +2,604	+117%	+$273K	0.26%	62
2023 Q3	$225K	Buy	2,218 +326	+17%	+$34.9K	0.12%	115
2023 Q2	$203K	Sell	1,892 -1,013	-35%	-$102K	0.1%	117
2023 Q1	$294K	Buy	2,905 +188	+7%	+$18.9K	0.16%	87
2022 Q4	$267K	Buy	2,717 +196	+8%	+$18.7K	0.15%	94
2022 Q3	$209K	Buy	+2,521	New	+$232K	0.13%	109

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

Narus Financial Partners's XLI Position: Q2 2025 in Review

Narus Financial Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 1,669 shares — an estimated $219K sold.

Narus Financial Partners first reported a position in XLI in Q3 2022 and held it in 11 quarters. The position peaked at $657K in Q3 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Narus Financial Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Narus Financial Partners sold 1,669 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $219K.
Narus Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and held it in 11 quarters.
Narus Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $657K in Q3 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Narus Financial Partners's 13F filing for Q2 2025, filed 14 Jul 2025.