RMR Wealth Builders’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

RMR Wealth Builders’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	-2,832	Closed	-$437K	–	299
2025 Q3	$437K	Buy	2,832 +2	+0.1%	+$303	0.04%	184
2025 Q2	$417K	Sell	2,830 -86	-3%	-$11.7K	0.04%	181
2025 Q1	$382K	Sell	2,916 -99	-3%	-$13.4K	0.04%	175
2024 Q4	$397K	Buy	3,015 +123	+4%	+$17K	0.04%	176
2024 Q3	$392K	Sell	2,892 -3,684	-56%	-$468K	0.04%	183
2024 Q2	$801K	Buy	6,576 +2,553	+63%	+$315K	0.09%	110
2024 Q1	$507K	Buy	4,023 +413	+11%	+$48.6K	0.06%	152
2023 Q4	$412K	Buy	+3,610	New	+$379K	0.06%	163
2023 Q2	–	Sell	-3,476	Closed	-$352K	–	223
2023 Q1	$352K	Buy	+3,476	New	+$350K	0.07%	146

Other funds holding XLI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

RMR Wealth Builders's XLI Position: Q4 2025 in Review

RMR Wealth Builders sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 2,832 shares — an estimated $437K sold.

RMR Wealth Builders first reported a position in XLI in Q1 2023 and held it in 9 quarters. The position peaked at $801K in Q2 2024. 1,502 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

RMR Wealth Builders reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
RMR Wealth Builders sold 2,832 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $437K.
RMR Wealth Builders first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 9 quarters.
RMR Wealth Builders's State Street Industrial Select Sector SPDR ETF position peaked at $801K in Q2 2024.
1,502 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.