Sandbox Financial Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sandbox Financial Partners’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	-42,344	Closed	-$6.53M	–	132
2025 Q3	$6.53M	Buy	42,344 +744	+2%	+$113K	1.87%	16
2025 Q2	$6.14M	Buy	41,600 +566	+1%	+$77.2K	1.94%	15
2025 Q1	$5.38M	Sell	41,034 -503	-1%	-$68K	1.9%	14
2024 Q4	$5.47M	Buy	41,537 +3,795	+10%	+$523K	1.83%	16
2024 Q3	$5.11M	Buy	37,742 +1,538	+4%	+$195K	1.81%	16
2024 Q2	$4.41M	Buy	36,204 +2,358	+7%	+$291K	1.69%	16
2024 Q1	$4.26M	Buy	33,846 +1,851	+6%	+$218K	1.79%	14
2023 Q4	$3.65M	Buy	+31,995	New	+$3.36M	1.71%	15

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

Sandbox Financial Partners's XLI Position: Q4 2025 in Review

Sandbox Financial Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 42,344 shares — an estimated $6.53M sold.

Sandbox Financial Partners first reported a position in XLI in Q4 2023 and held it in 8 quarters. The position peaked at $6.53M in Q3 2025. 1,503 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Sandbox Financial Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Sandbox Financial Partners sold 42,344 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $6.53M.
Sandbox Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Sandbox Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $6.53M in Q3 2025.
1,503 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Sandbox Financial Partners's 13F filing for Q4 2025, filed 7 Jan 2026.