The Family Firm’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
Q2 | – | Sell |
-3,572
| Closed | -$468K | – | 209 |
|
|
2025
Q1 | $468K | Buy |
3,572
+11
| +0.3% | +$1.49K | 0.1% | 122 |
|
|
2024
Q4 | $469K | Buy |
3,561
+1,525
| +75% | +$210K | 0.1% | 120 |
|
|
2024
Q3 | $276K | Buy |
2,036
+6
| +0.3% | +$763 | 0.06% | 172 |
|
|
2024
Q2 | $247K | Buy |
2,030
+7
| +0.3% | +$863 | 0.06% | 178 |
|
|
2024
Q1 | $255K | Buy |
2,023
+6
| +0.3% | +$706 | 0.06% | 171 |
|
|
2023
Q4 | $230K | Buy |
2,017
+10
| +0.5% | +$1.05K | 0.06% | 172 |
|
|
2023
Q3 | $203K | Sell |
2,007
-271
| -12% | -$29K | 0.06% | 171 |
|
|
2023
Q2 | $244K | Buy |
2,278
+9
| +0.4% | +$906 | 0.06% | 160 |
|
|
2023
Q1 | $230K | Buy |
2,269
+9
| +0.4% | +$905 | 0.06% | 163 |
|
|
2022
Q4 | $222K | Sell |
2,260
-1,000
| -31% | -$95.2K | 0.06% | 170 |
|
|
2022
Q3 | $270K | Sell |
3,260
-263
| -7% | -$24.2K | 0.09% | 145 |
|
|
2022
Q2 | $308K | Buy |
3,523
+125
| +4% | +$11.8K | 0.09% | 138 |
|
|
2022
Q1 | $350K | Buy |
3,398
+11
| +0.3% | +$1.12K | 0.09% | 129 |
|
|
2021
Q4 | $358K | Buy |
3,387
+12
| +0.4% | +$1.25K | 0.09% | 127 |
|
|
2021
Q3 | $352K | Sell |
3,375
-318
| -9% | -$32.7K | 0.09% | 126 |
|
|
2021
Q2 | $378K | Buy |
3,693
+11
| +0.3% | +$1.13K | 0.1% | 114 |
|
|
2021
Q1 | $362K | Buy |
3,682
+11
| +0.3% | +$1.01K | 0.1% | 116 |
|
|
2020
Q4 | $326K | Sell |
3,671
-244
| -6% | -$20.6K | 0.1% | 120 |
|
|
2020
Q3 | $301K | Buy |
3,915
+89
| +2% | +$6.66K | 0.11% | 115 |
|
|
2020
Q2 | $263K | Buy |
3,826
+18
| +0.5% | +$1.17K | 0.1% | 119 |
|
|
2020
Q1 | $225K | Buy |
3,808
+25
| +0.7% | +$1.88K | 0.1% | 120 |
|
|
2019
Q4 | $308K | Sell |
3,783
-237
| -6% | -$18.9K | 0.1% | 118 |
|
|
2019
Q3 | $312K | Sell |
4,020
-356
| -8% | -$27.3K | 0.11% | 115 |
|
|
2019
Q2 | $339K | Sell |
4,376
-230
| -5% | -$17.5K | 0.12% | 106 |
|
|
2019
Q1 | $346K | Buy |
4,606
+26
| +0.6% | +$1.88K | 0.13% | 101 |
|
|
2018
Q4 | $295K | Sell |
4,580
-204
| -4% | -$14.5K | 0.12% | 103 |
|
|
2018
Q3 | $375K | Sell |
4,784
-908
| -16% | -$69.2K | 0.14% | 99 |
|
|
2018
Q2 | $408K | Buy |
5,692
+945
| +20% | +$70.1K | 0.15% | 85 |
|
|
2018
Q1 | $353K | Buy |
4,747
+19
| +0.4% | +$1.46K | 0.14% | 96 |
|
|
2017
Q4 | $358K | Buy |
4,728
+1,756
| +59% | +$128K | 0.14% | 90 |
|
|
2017
Q3 | $211K | Buy |
2,972
+13
| +0.4% | +$894 | 0.09% | 120 |
|
|
2017
Q2 | $202K | Buy |
+2,959
| New | +$197K | 0.09% | 117 |
|
|
2015
Q4 | – | Sell |
-4,698
| Closed | -$234K | – | 110 |
|
|
2015
Q3 | $234K | Buy |
4,698
+15
| +0.3% | +$790 | 0.13% | 86 |
|
|
2015
Q2 | $253K | Buy |
+4,683
| New | +$263K | 0.13% | 86 |
|
|
2015
Q1 | – | Sell |
-3,999
| Closed | -$226K | – | 113 |
|
|
2014
Q4 | $226K | Buy |
+3,999
| New | +$220K | 0.12% | 94 |
|
Other funds holding XLI
MIFH
The Family Firm's XLI Position: Q2 2025 in Review
The Family Firm sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 3,572 shares — an estimated $468K sold.
The Family Firm first reported a position in XLI in Q4 2014 and held it in 35 quarters. The position peaked at $469K in Q4 2024. 1,386 funds tracked by Wall St. Rank hold XLI as of Q2 2025.
- The Family Firm reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 3,572 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $468K.
- The Family Firm first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 35 quarters.
- The Family Firm's State Street Industrial Select Sector SPDR ETF position peaked at $469K in Q4 2024.
- 1,386 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.