Northeast Financial Consultants’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Northeast Financial Consultants’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	$1.93M	Buy	13,055 +14	+0.1%	+$1.91K	0.08%	108
2025 Q1	$1.71M	Hold	13,041	–	–	0.08%	115
2024 Q4	$1.72M	Hold	13,041	–	–	0.07%	113
2024 Q3	$1.77M	Hold	13,041	–	–	0.08%	110
2024 Q2	$1.59M	Hold	13,041	–	–	0.07%	112
2024 Q1	$1.64M	Sell	13,041 -145	-1%	-$17.1K	0.08%	113
2023 Q4	$1.5M	Sell	13,186 -295	-2%	-$31K	0.08%	115
2023 Q3	$1.37M	Hold	13,481	–	–	0.09%	120
2023 Q2	$1.45M	Sell	13,481 -764	-5%	-$76.9K	0.09%	115
2023 Q1	$1.44M	Sell	14,245 -984	-6%	-$99K	0.09%	115
2022 Q4	$1.5M	Sell	15,229 -150	-1%	-$14.3K	0.1%	110
2022 Q3	$1.27M	Sell	15,379 -200	-1%	-$18.4K	0.09%	115
2022 Q2	$1.36M	Sell	15,579 -4,914	-24%	-$463K	0.09%	118
2022 Q1	$2.11M	Sell	20,493 -253	-1%	-$25.7K	0.12%	103
2021 Q4	$2.19M	Hold	20,746	–	–	0.13%	85
2021 Q3	$2.03M	Hold	20,746	–	–	0.14%	94
2021 Q2	$2.12M	Buy	20,746 +18,213	+719%	+$1.87M	0.14%	93
2021 Q1	$249K	Buy	+2,533	New	+$232K	0.02%	296

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

Northeast Financial Consultants's XLI Position: Q2 2025 in Review

Northeast Financial Consultants increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.11% in Q2 2025, buying an estimated $1.91K and bringing the position to 13,055 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #108.

Northeast Financial Consultants first reported a position in XLI in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q4 2021. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Northeast Financial Consultants held 13,055 shares of State Street Industrial Select Sector SPDR ETF worth $1.93M as of Q2 2025.
Northeast Financial Consultants bought 14 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.91K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Northeast Financial Consultants's portfolio in Q2 2025, its #108 holding.
Northeast Financial Consultants first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
Northeast Financial Consultants's State Street Industrial Select Sector SPDR ETF position peaked at $2.19M in Q4 2021.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.