Summit X LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Summit X LLC’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	-2,460	Closed	-$363K	–	243
2025 Q2	$363K	Buy	2,460 +2	+0.1%	+$273	0.07%	171
2025 Q1	$322K	Buy	2,458 +80	+3%	+$10.8K	0.07%	164
2024 Q4	$313K	Buy	2,378 +215	+10%	+$29.6K	0.07%	162
2024 Q3	$264K	Sell	2,163 -120	-5%	-$15.3K	0.06%	176
2024 Q2	$279K	Buy	2,283 +206	+10%	+$25.4K	0.06%	193
2024 Q1	$262K	Buy	+2,077	New	+$244K	0.07%	170

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

Summit X LLC's XLI Position: Q3 2025 in Review

Summit X LLC sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 2,460 shares — an estimated $363K sold.

Summit X LLC first reported a position in XLI in Q1 2024 and held it in 6 quarters. The position peaked at $363K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Summit X LLC reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 2,460 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $363K.
Summit X LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Summit X LLC's State Street Industrial Select Sector SPDR ETF position peaked at $363K in Q2 2025.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.