Shepherd Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shepherd Wealth Management’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	-6,296	Closed	-$968K	–	48
2025 Q3	$968K	Sell	6,296 -133	-2%	-$20.1K	0.64%	22
2025 Q2	$971K	Sell	6,429 -12,782	-67%	-$1.74M	0.66%	17
2025 Q1	$2.52M	Sell	19,211 -7,731	-29%	-$1.04M	2.59%	16
2024 Q4	$3.55M	Buy	+26,942	New	+$3.71M	3.49%	8

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shepherd Wealth Management's XLI Position: Q4 2025 in Review

Shepherd Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 6,296 shares — an estimated $968K sold.

Shepherd Wealth Management first reported a position in XLI in Q4 2024 and held it in 4 quarters. The position peaked at $3.55M in Q4 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Shepherd Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Shepherd Wealth Management sold 6,296 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $968K.
Shepherd Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Shepherd Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.55M in Q4 2024.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Shepherd Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.