New York Life Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

New York Life Investment 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	-20,479	Closed	-$3.16M	–	863
2025 Q3	$3.16M	Buy	+20,479	New	+$3.1M	0.03%	438
2016 Q3	–	Sell	-29,671	Closed	-$1.66M	–	56
2016 Q2	$1.66M	Sell	29,671 -38,459	-56%	-$2.14M	0.19%	41
2016 Q1	$3.78M	Sell	68,130 -8,210	-11%	-$424K	0.57%	36
2015 Q4	$4.05M	Sell	76,340 -183,668	-71%	-$9.85M	0.6%	38
2015 Q3	$13M	Buy	260,008 +88,708	+52%	+$4.67M	1.21%	22
2015 Q2	$9.26M	Sell	171,300 -9,312	-5%	-$522K	1.05%	27
2015 Q1	$10.1M	Sell	180,612 -62,487	-26%	-$3.52M	1.13%	23
2014 Q4	$13.8M	Buy	243,099 +160,163	+193%	+$8.8M	1.65%	17
2014 Q3	$4.41M	Sell	82,936 -1,213	-1%	-$65.1K	0.73%	39
2014 Q2	$4.55M	Buy	84,149 +13,116	+18%	+$701K	0.77%	39
2014 Q1	$3.72M	Buy	71,033 +43,770	+161%	+$2.25M	0.79%	34
2013 Q4	$1.43M	Buy	27,263 +19,012	+230%	+$934K	0.36%	46
2013 Q3	$383K	Buy	+8,251	New	+$373K	0.12%	61

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 $1.81T AUM 41.13% 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 $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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

New York Life Investment Management's XLI Position: Q4 2025 in Review

New York Life Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 20,479 shares — an estimated $3.16M sold.

New York Life Investment Management first reported a position in XLI in Q3 2013 and held it in 13 quarters. The position peaked at $13.8M in Q4 2014. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

New York Life Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
New York Life Investment Management sold 20,479 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $3.16M.
New York Life Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and held it in 13 quarters.
New York Life Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $13.8M in Q4 2014.
1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.