OPS
XLI icon

Orion Portfolio Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.68M Buy
12,782
+2,502
+24% +$338K 0.02% 805
2024
Q4 		$1.35M Sell
10,280
-216
-2% -$29.8K 0.01% 894
2024
Q3 		$1.42M Sell
10,496
-6,863
-40% -$872K 0.01% 860
2024
Q2 		$2.12M Sell
17,359
-750
-4% -$92.4K 0.02% 621
2024
Q1 		$2.28M Buy
18,109
+2,473
+16% +$291K 0.02% 603
2023
Q4 		$1.75M Sell
15,636
-11,002
-41% -$1.15M 0.02% 703
2023
Q3 		$2.7M Buy
26,638
+3,042
+13% +$326K 0.03% 487
2023
Q2 		$2.53M Sell
23,596
-827
-3% -$83.3K 0.03% 546
2023
Q1 		$2.47M Buy
24,423
+13,720
+128% +$1.38M 0.03% 510
2022
Q4 		$1.05M Buy
10,703
+4,928
+85% +$469K 0.04% 296
2022
Q3 		$478K Sell
5,775
-4,329
-43% -$399K 0.02% 431
2022
Q2 		$883K Sell
10,104
-2,197
-18% -$207K 0.04% 274
2022
Q1 		$1.27M Sell
12,301
-285
-2% -$28.9K 0.04% 236
2021
Q4 		$1.33M Buy
12,586
+5,643
+81% +$586K 0.04% 227
2021
Q3 		$679K Buy
6,943
+3,773
+119% +$388K 0.03% 328
2021
Q2 		$325K Buy
3,170
+29
+0.9% +$2.97K 0.01% 468
2021
Q1 		$309K Buy
+3,141
New +$288K 0.01% 429
2020
Q3 		– Sell
-803
Closed -$55K – 2084
2020
Q2 		$55K Buy
803
+30
+4% +$1.95K ﹤0.01% 679
2020
Q1 		$46K Sell
773
-3,420
-82% -$258K ﹤0.01% 613
2019
Q4 		$342K Buy
+4,193
New +$335K 0.03% 254

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Orion Portfolio Solutions's XLI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q1 2025, buying an estimated $338K and bringing the position to 12,782 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #805.

Orion Portfolio Solutions first reported a position in XLI in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.7M in Q3 2023. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Orion Portfolio Solutions held 12,782 shares of State Street Industrial Select Sector SPDR ETF worth $1.68M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,502 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $338K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #805 holding.
  • Orion Portfolio Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
  • Orion Portfolio Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $2.7M in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.