Theory Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Theory Financial’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	-4,800	Closed	-$730K	–	93
2025 Q2	$730K	Buy	+4,800	New	+$655K	0.28%	55

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

Theory Financial's XLI Position: Q3 2025 in Review

Theory Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 4,800 shares — an estimated $730K sold.

Theory Financial first reported a position in XLI in Q2 2025 and held it in 1 quarter. The position peaked at $730K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Theory Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Theory Financial sold 4,800 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $730K.
Theory Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
Theory Financial's State Street Industrial Select Sector SPDR ETF position peaked at $730K 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 Theory Financial's 13F filing for Q3 2025, filed 29 Oct 2025.