Spirepoint Private Client’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Spirepoint Private Client’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 Q3	–	Sell	-1,556	Closed	-$230K	–	286
2025 Q2	$230K	Sell	1,556 -350	-18%	-$47.7K	0.03%	216
2025 Q1	$250K	Hold	1,906	–	–	0.03%	186
2024 Q4	$251K	Hold	1,906	–	–	0.03%	189
2024 Q3	$258K	Hold	1,906	–	–	0.03%	182
2024 Q2	$232K	Hold	1,906	–	–	0.03%	193
2024 Q1	$240K	Buy	+1,906	New	+$224K	0.04%	177

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMH

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

Spirepoint Private Client's XLI Position: Q3 2025 in Review

Spirepoint Private Client sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 1,556 shares — an estimated $230K sold.

Spirepoint Private Client first reported a position in XLI in Q1 2024 and held it in 6 quarters. The position peaked at $258K in Q3 2024. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Spirepoint Private Client reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Spirepoint Private Client sold 1,556 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $230K.
Spirepoint Private Client first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Spirepoint Private Client's State Street Industrial Select Sector SPDR ETF position peaked at $258K in Q3 2024.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Spirepoint Private Client's 13F filing for Q3 2025, filed 22 Oct 2025.