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

Rational 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 Q3	–	Sell	-6,507	Closed	-$960K	–	214
2025 Q2	$960K	Sell	6,507 -979	-13%	-$134K	0.1%	82
2025 Q1	$981K	Buy	7,486 +3,307	+79%	+$447K	0.1%	82
2024 Q4	$551K	Buy	+4,179	New	+$576K	0.05%	92
2019 Q4	–	Sell	-58,466	Closed	-$4.54M	–	581
2019 Q3	$4.54M	Buy	+58,466	New	+$4.49M	1.76%	4

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Rational Advisors's XLI Position: Q3 2025 in Review

Rational Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 6,507 shares — an estimated $960K sold.

Rational Advisors first reported a position in XLI in Q3 2019 and held it in 4 quarters. The position peaked at $4.54M in Q3 2019. 1,413 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Rational Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Rational Advisors sold 6,507 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $960K.
Rational Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and held it in 4 quarters.
Rational Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $4.54M in Q3 2019.
1,413 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Rational Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.