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

Stillwater Wealth Management Group’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 Q1	$216K	Sell	1,650 -142	-8%	-$19.2K	0.19%	67
2024 Q4	$236K	Buy	+1,792	New	+$247K	0.21%	65

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Stillwater Wealth Management Group's XLI Position: Q1 2025 in Review

Stillwater Wealth Management Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.9% in Q1 2025, selling an estimated $19.2K and leaving 1,650 shares worth $216K. The position accounts for 0.19% of the portfolio, ranked #67.

Stillwater Wealth Management Group first reported a position in XLI in Q4 2024 and has held it in 2 quarters since. The position peaked at $236K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Stillwater Wealth Management Group held 1,650 shares of State Street Industrial Select Sector SPDR ETF worth $216K as of Q1 2025.
Stillwater Wealth Management Group sold 142 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $19.2K.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Stillwater Wealth Management Group's portfolio in Q1 2025, its #67 holding.
Stillwater Wealth Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
Stillwater Wealth Management Group's State Street Industrial Select Sector SPDR ETF position peaked at $236K in Q4 2024.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.