Tower View Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tower View Wealth Management’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 Q1	–	Sell	-9	Closed	-$1.19K	–	215
2024 Q4	$1.19K	Buy	+9	New	+$1.24K	﹤0.01%	187
2023 Q3	–	Sell	-123	Closed	-$13K	–	193
2023 Q2	$13K	Buy	123 +1	+0.8%	+$101	0.01%	113
2023 Q1	$12K	Hold	122	–	–	0.01%	111
2022 Q4	$12K	Buy	122 +1	+0.8%	+$95	0.01%	115
2022 Q3	$10K	Hold	121	–	–	0.01%	120
2022 Q2	$11K	Buy	121 +1	+0.8%	+$94	0.01%	115
2022 Q1	$12K	Hold	120	–	–	0.01%	144
2021 Q4	$13K	Hold	120	–	–	0.01%	144
2021 Q3	$12K	Buy	+120	New	+$12.3K	0.01%	167

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Tower View Wealth Management's XLI Position: Q1 2025 in Review

Tower View Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 9 shares — an estimated $1.19K sold.

Tower View Wealth Management first reported a position in XLI in Q3 2021 and held it in 9 quarters. The position peaked at $13K in Q2 2023. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

Tower View Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Tower View Wealth Management sold 9 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $1.19K.
Tower View Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 9 quarters.
Tower View Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $13K in Q2 2023.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on Tower View Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.