Tortoise Investment Management’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
Q4 | – | Sell |
-221
| Closed | -$34.1K | – | 1488 |
|
|
2025
Q3 | $34.1K | Buy |
221
+142
| +180% | +$21.5K | ﹤0.01% | 449 |
|
|
2025
Q2 | $11.7K | Hold |
79
| – | – | ﹤0.01% | 586 |
|
|
2025
Q1 | $10.4K | Hold |
79
| – | – | ﹤0.01% | 586 |
|
|
2024
Q4 | $10.4K | Hold |
79
| – | – | ﹤0.01% | 631 |
|
|
2024
Q3 | $10.7K | Sell |
79
-340
| -81% | -$43.2K | ﹤0.01% | 631 |
|
|
2024
Q2 | $51.1K | Buy |
419
+340
| +430% | +$41.9K | 0.01% | 386 |
|
|
2024
Q1 | $9.95K | Hold |
79
| – | – | ﹤0.01% | 629 |
|
|
2023
Q4 | $9.01K | Hold |
79
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $8.01K | Hold |
79
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $8.48K | Hold |
79
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $7.99K | Hold |
79
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $7.76K | Hold |
79
| – | – | ﹤0.01% | 567 |
|
|
2022
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 579 |
|
|
2022
Q2 | $7K | Hold |
79
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $8K | Hold |
79
| – | – | ﹤0.01% | 508 |
|
|
2021
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $8K | Hold |
79
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $7K | Hold |
79
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $5K | Hold |
79
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $6K | Hold |
79
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 466 |
|
|
2019
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $5K | Hold |
79
| – | – | ﹤0.01% | 453 |
|
|
2018
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 449 |
|
|
2018
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $6K | Hold |
79
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $6K | Hold |
79
| – | – | ﹤0.01% | 405 |
|
|
2017
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 413 |
|
|
2017
Q1 | $5K | Hold |
79
| – | – | ﹤0.01% | 395 |
|
|
2016
Q4 | $5K | Hold |
79
| – | – | ﹤0.01% | 400 |
|
|
2016
Q3 | $5K | Hold |
79
| – | – | ﹤0.01% | 378 |
|
|
2016
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 413 |
|
|
2016
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 346 |
|
|
2015
Q4 | $4K | Hold |
79
| – | – | ﹤0.01% | 365 |
|
|
2015
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 350 |
|
|
2015
Q2 | $4K | Hold |
79
| – | – | ﹤0.01% | 377 |
|
|
2015
Q1 | $4K | Hold |
79
| – | – | ﹤0.01% | 361 |
|
|
2014
Q4 | $4K | Buy |
+79
| New | +$4.34K | ﹤0.01% | 382 |
|
Other funds holding XLI
PF
MMH
Tortoise Investment Management's XLI Position: Q4 2025 in Review
Tortoise Investment Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 221 shares — an estimated $34.1K sold.
Tortoise Investment Management first reported a position in XLI in Q4 2014 and held it in 44 quarters. The position peaked at $51.1K in Q2 2024. 1,501 funds tracked by Wall St. Rank hold XLI as of Q4 2025.
- Tortoise Investment Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 221 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $34.1K.
- Tortoise Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 44 quarters.
- Tortoise Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $51.1K in Q2 2024.
- 1,501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.