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

Rollins Financial 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	-1,299	Closed	-$200K	–	157
2025 Q3	$200K	Buy	+1,299	New	+$197K	0.03%	142
2025 Q1	–	Sell	-1,777	Closed	-$234K	–	143
2024 Q4	$234K	Buy	1,777 +1	+0.1%	+$138	0.04%	117
2024 Q3	$241K	Sell	1,776 -274	-13%	-$34.8K	0.04%	121
2024 Q2	$250K	Buy	2,050 +27	+1%	+$3.33K	0.04%	108
2024 Q1	$255K	Buy	+2,023	New	+$238K	0.05%	101

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

Rollins Financial Advisors's XLI Position: Q4 2025 in Review

Rollins Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,299 shares — an estimated $200K sold.

Rollins Financial Advisors first reported a position in XLI in Q1 2024 and held it in 5 quarters. The position peaked at $255K in Q1 2024. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Rollins Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rollins Financial Advisors sold 1,299 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $200K.
Rollins Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Rollins Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $255K in Q1 2024.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Rollins Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.