Northwest Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Northwest Financial 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 Q2	–	Sell	-1,573	Closed	-$206K	–	123
2025 Q1	$206K	Sell	1,573 -482	-23%	-$65.1K	0.17%	115
2024 Q4	$271K	Buy	2,055 +304	+17%	+$41.9K	0.22%	88
2024 Q3	$237K	Buy	+1,751	New	+$223K	0.19%	86
2024 Q1	–	Sell	-1,189	Closed	-$136K	–	542
2023 Q4	$136K	Buy	+1,189	New	+$125K	0.12%	112

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

Northwest Financial Advisors's XLI Position: Q2 2025 in Review

Northwest Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 1,573 shares — an estimated $206K sold.

Northwest Financial Advisors first reported a position in XLI in Q4 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Northwest Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Northwest Financial Advisors sold 1,573 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $206K.
Northwest Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
Northwest Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $271K in Q4 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.