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

Talisman Wealth Advisors’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
Q4 		– Sell
-1,618
Closed -$250K – 125
2025
Q3 		$250K Sell
1,618
-46
-3% -$6.97K 0.21% 98
2025
Q2 		$245K Sell
1,664
-95
-5% -$13K 0.22% 93
2025
Q1 		$231K Sell
1,759
-182
-9% -$24.6K 0.24% 93
2024
Q4 		$256K Sell
1,941
-214
-10% -$29.5K 0.27% 87
2024
Q3 		$291K Buy
2,155
+3
+0.1% +$381 0.31% 73
2024
Q2 		$262K Sell
2,152
-57
-3% -$7.03K 0.3% 76
2024
Q1 		$278K Buy
2,209
+2
+0.1% +$235 0.35% 72
2023
Q4 		$252K Sell
2,207
-137
-6% -$14.4K 0.37% 74
2023
Q3 		$238K Buy
2,344
+3
+0.1% +$321 0.41% 74
2023
Q2 		$251K Sell
2,341
-211
-8% -$21.2K 0.43% 71
2023
Q1 		$258K Buy
2,552
+3
+0.1% +$302 0.47% 73
2022
Q4 		$250K Buy
+2,549
New +$243K 0.53% 61

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Talisman Wealth Advisors's XLI Position: Q4 2025 in Review

Talisman Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 1,618 shares — an estimated $250K sold.

Talisman Wealth Advisors first reported a position in XLI in Q4 2022 and held it in 12 quarters. The position peaked at $291K in Q3 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Talisman Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Talisman Wealth Advisors sold 1,618 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $250K.
  • Talisman Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 12 quarters.
  • Talisman Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $291K in Q3 2024.
  • 1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Talisman Wealth Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.