Roehl & Yi Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$809K Sell
2025
Q4
$803K Hold
2025
Q3
$798K Hold
2025
Q2
$763K Hold
2025
Q1
$678K Hold
2024
Q4
$682K Buy