Platt Investment Counsel’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Platt Investment Counsel’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	–	Sell	-49,873	Closed	-$6.57M	–	12
2024 Q4	$6.57M	Sell	49,873 -1,533	-3%	-$211K	6.27%	5
2024 Q3	$6.96M	Buy	51,406 +1,889	+4%	+$240K	6.18%	5
2024 Q2	$6.03M	Buy	49,517 +2,253	+5%	+$278K	5.8%	5
2024 Q1	$5.95M	Buy	47,264 +19,369	+69%	+$2.28M	5.67%	6
2023 Q4	$3.18M	Buy	+27,895	New	+$2.93M	3.3%	6
2023 Q2	–	Sell	-53,886	Closed	-$5.45M	–	10
2023 Q1	$5.45M	Sell	53,886 -39,766	-42%	-$4M	7.29%	6
2022 Q4	$9.2M	Sell	93,652 -2,448	-3%	-$233K	13.08%	4
2022 Q3	$7.96M	Sell	96,100 -6,413	-6%	-$590K	11.56%	6
2022 Q2	$8.95M	Sell	102,513 -1,364	-1%	-$129K	12.17%	5
2022 Q1	$10.7M	Sell	103,877 -3,121	-3%	-$317K	9.95%	5
2021 Q4	$11.3M	Buy	106,998 +825	+0.8%	+$85.7K	9.66%	5
2021 Q3	$10.4M	Buy	106,173 +438	+0.4%	+$45K	9.22%	5
2021 Q2	$10.8M	Sell	105,735 -276	-0.3%	-$28.3K	9.31%	5
2021 Q1	$10.4M	Buy	106,011 +377	+0.4%	+$34.5K	9.34%	5
2020 Q4	$9.35M	Buy	+105,634	New	+$8.9M	8.86%	5

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Platt Investment Counsel's XLI Position: Q1 2025 in Review

Platt Investment Counsel sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 49,873 shares — an estimated $6.57M sold.

Platt Investment Counsel first reported a position in XLI in Q4 2020 and held it in 15 quarters. The position peaked at $11.3M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Platt Investment Counsel reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Platt Investment Counsel sold 49,873 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $6.57M.
Platt Investment Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 15 quarters.
Platt Investment Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $11.3M in Q4 2021.
1,352 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Platt Investment Counsel's 13F filing for Q1 2025, filed 10 Apr 2025.