Oliver Lagore Vanvalin Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$56.2K	Buy	+429	New	+$58.5K	0.02%	235
2024 Q4	$71.9K	Buy	546 +121	+28%	+$16.7K	0.02%	216
2024 Q3	$57.6K	Buy	425 +1	+0.2%	+$127	0.02%	233
2024 Q2	$51.7K	Buy	+424	New	+$52.3K	0.01%	236

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

Oliver Lagore Vanvalin Investment Group's XLI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025: 429 shares worth $56.2K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLI in Q2 2024 and has held it in 4 quarters since. The position peaked at $71.9K in Q4 2024. 1,386 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 429 shares of State Street Industrial Select Sector SPDR ETF worth $56.2K as of Q2 2025.
State Street Industrial Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #235 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $71.9K in Q4 2024.
1,386 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.