Tyler-Stone Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tyler-Stone 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 Q2	$863K	Sell	5,852 -18	-0.3%	-$2.46K	0.14%	139
2025 Q1	$769K	Sell	5,870 -2	-0%	-$270	0.14%	135
2024 Q4	$774K	Buy	5,872 +126	+2%	+$17.4K	0.14%	134
2024 Q3	$778K	Buy	5,746 +2,889	+101%	+$367K	0.15%	133
2024 Q2	$348K	Sell	2,857 -33	-1%	-$4.07K	0.14%	128
2024 Q1	$364K	Sell	2,890 -29	-1%	-$3.41K	0.16%	121
2023 Q4	$333K	Sell	2,919 -33	-1%	-$3.46K	0.17%	119
2023 Q3	$299K	Sell	2,952 -115	-4%	-$12.3K	0.17%	119
2023 Q2	$329K	Buy	+3,067	New	+$309K	0.19%	109
2022 Q4	$304K	Sell	3,096 -727	-19%	-$69.2K	0.21%	109
2022 Q3	$317K	Sell	3,823 -70	-2%	-$6.44K	0.24%	92
2022 Q2	$340K	Sell	3,893 -814	-17%	-$76.7K	0.23%	95
2022 Q1	$485K	Sell	4,707 -1,919	-29%	-$195K	0.27%	82
2021 Q4	$701K	Buy	+6,626	New	+$688K	0.37%	54

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Tyler-Stone Wealth Management's XLI Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.31% in Q2 2025, selling an estimated $2.46K and leaving 5,852 shares worth $863K. The position accounts for 0.14% of the portfolio, ranked #139.

Tyler-Stone Wealth Management first reported a position in XLI in Q4 2021 and has held it in 14 quarters since. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Tyler-Stone Wealth Management held 5,852 shares of State Street Industrial Select Sector SPDR ETF worth $863K as of Q2 2025.
Tyler-Stone Wealth Management sold 18 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $2.46K.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #139 holding.
Tyler-Stone Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.