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

SMART Wealth’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 Q2	–	Sell	-10,587	Closed	-$1.39M	–	196
2025 Q1	$1.39M	Buy	10,587 +1,771	+20%	+$239K	0.5%	57
2024 Q4	$1.16M	Buy	8,816 +2,855	+48%	+$394K	0.41%	67
2024 Q3	$807K	Sell	5,961 -8,945	-60%	-$1.14M	0.32%	70
2024 Q2	$1.82M	Buy	14,906 +743	+5%	+$91.6K	0.74%	37
2024 Q1	$1.78M	Buy	+14,163	New	+$1.67M	0.8%	31

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SMART Wealth's XLI Position: Q2 2025 in Review

SMART Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 10,587 shares — an estimated $1.39M sold.

SMART Wealth first reported a position in XLI in Q1 2024 and held it in 5 quarters. The position peaked at $1.82M in Q2 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

SMART Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 10,587 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.39M.
SMART Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
SMART Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $1.82M in Q2 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.