Tucker Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tucker Asset 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	$3M	Sell	19,331 -5,739	-23%	-$883K	0.87%	14
2025 Q3	$3.87M	Sell	25,070 -6,762	-21%	-$1.02M	1.17%	13
2025 Q2	$4.7M	Sell	31,832 -3,190	-9%	-$435K	1.5%	10
2025 Q1	$4.59M	Sell	35,022 -26,267	-43%	-$3.55M	1.49%	11
2024 Q4	$8.08M	Sell	61,289 -7,018	-10%	-$967K	0.86%	15
2024 Q3	$9.25M	Sell	68,307 -27,311	-29%	-$3.47M	2.14%	9
2024 Q2	$11.7M	Buy	95,618 +2,284	+2%	+$281K	2.54%	10
2024 Q1	$11.8M	Buy	93,334 +10,775	+13%	+$1.27M	2.71%	6
2023 Q4	$9.41M	Buy	82,559 +1,904	+2%	+$200K	2.35%	9
2023 Q3	$8.18M	Buy	80,655 +12,436	+18%	+$1.33M	2.18%	8
2023 Q2	$7.32M	Buy	68,219 +20,212	+42%	+$2.03M	2.13%	7
2023 Q1	$4.86M	Buy	+48,007	New	+$4.83M	1.45%	7

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 $377B AUM 19.32% 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

Tucker Asset Management's XLI Position: Q4 2025 in Review

Tucker Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 23% in Q4 2025, selling an estimated $883K and leaving 19,331 shares worth $3M. The position accounts for 0.87% of the portfolio, ranked #14.

Tucker Asset Management first reported a position in XLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q1 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Tucker Asset Management held 19,331 shares of State Street Industrial Select Sector SPDR ETF worth $3M as of Q4 2025.
Tucker Asset Management sold 5,739 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $883K.
State Street Industrial Select Sector SPDR ETF made up 0.87% of Tucker Asset Management's portfolio in Q4 2025, its #14 holding.
Tucker Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Tucker Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $11.8M in Q1 2024.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.