Pinnacle Family Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Pinnacle Family 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 Q4	–	Sell	-2,007	Closed	-$310K	–	151
2025 Q3	$310K	Buy	2,007 +40	+2%	+$6.06K	0.14%	99
2025 Q2	$290K	Buy	+1,967	New	+$268K	0.14%	98
2025 Q1	–	Sell	-5,544	Closed	-$730K	–	128
2024 Q4	$730K	Sell	5,544 -1,052	-16%	-$145K	0.35%	51
2024 Q3	$893K	Buy	+6,596	New	+$838K	0.46%	46
2024 Q2	–	Sell	-4,831	Closed	-$609K	–	126
2024 Q1	$609K	Sell	4,831 -3,905	-45%	-$460K	0.32%	48
2023 Q4	$996K	Buy	8,736 +5,245	+150%	+$550K	0.59%	32
2023 Q3	$354K	Sell	3,491 -1,505	-30%	-$161K	0.2%	64
2023 Q2	$536K	Buy	+4,996	New	+$503K	0.29%	60

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Pinnacle Family Advisors's XLI Position: Q4 2025 in Review

Pinnacle Family Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,007 shares — an estimated $310K sold.

Pinnacle Family Advisors first reported a position in XLI in Q2 2023 and held it in 8 quarters. The position peaked at $996K in Q4 2023. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Pinnacle Family Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Family Advisors sold 2,007 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $310K.
Pinnacle Family Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Pinnacle Family Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $996K in Q4 2023.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Pinnacle Family Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.