TruNorth Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

TruNorth Capital 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 Q4	–	Sell	-22	Closed	-$3.39K	–	399
2025 Q3	$3.39K	Hold	22	–	–	﹤0.01%	384
2025 Q2	$3.25K	Hold	22	–	–	﹤0.01%	325
2025 Q1	$2.88K	Hold	22	–	–	﹤0.01%	413
2024 Q4	$2.9K	Hold	22	–	–	﹤0.01%	340
2024 Q3	$2.98K	Hold	22	–	–	﹤0.01%	349
2024 Q2	$2.68K	Buy	+22	New	+$2.71K	﹤0.01%	308

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

TruNorth Capital Management's XLI Position: Q4 2025 in Review

TruNorth Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 22 shares — an estimated $3.39K sold.

TruNorth Capital Management first reported a position in XLI in Q2 2024 and held it in 6 quarters. The position peaked at $3.39K in Q3 2025. 1,502 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

TruNorth Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 22 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $3.39K.
TruNorth Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.39K in Q3 2025.
1,502 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.