Spectrum Wealth Counsel’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
2025
Q1
$11.4M Buy
87,050
+3,826
+5% +$517K 1.37% 20
2024
Q4
$11M Buy
83,224
+412
+0.5% +$56.8K 1.29% 24
2024
Q3
$11.2M Sell
82,812
-67,855
-45% -$8.63M 1.32% 18
2024
Q2
$18.4M Buy
150,667
+65,392
+77% +$8.06M 2.32% 9
2024
Q1
$10.7M Buy
85,275
+1,110
+1% +$131K 1.31% 17
2023
Q4
$9.59M Buy
+84,165
New +$8.83M 1.33% 20

Other funds holding XLI

Spectrum Wealth Counsel's XLI Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.6% in Q1 2025, buying an estimated $517K and bringing the position to 87,050 shares worth $11.4M. The position accounts for 1.37% of the portfolio, ranked #20.

Spectrum Wealth Counsel first reported a position in XLI in Q4 2023 and has held it in 6 quarters since. The position peaked at $18.4M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

  • Spectrum Wealth Counsel held 87,050 shares of State Street Industrial Select Sector SPDR ETF worth $11.4M as of Q1 2025.
  • Spectrum Wealth Counsel bought 3,826 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $517K.
  • State Street Industrial Select Sector SPDR ETF made up 1.37% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #20 holding.
  • Spectrum Wealth Counsel first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street Industrial Select Sector SPDR ETF position peaked at $18.4M in Q2 2024.
  • 1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.