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Vantage Financial Partners (Wisconsin)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$349K Sell
2,249
-1,043
-32% -$160K 0.07% 149
2025
Q3 		$508K Buy
3,292
+13
+0.4% +$1.97K 0.11% 112
2025
Q2 		$484K Buy
3,279
+852
+35% +$116K 0.11% 118
2025
Q1 		$318K Sell
2,427
-618
-20% -$83.5K 0.08% 136
2024
Q4 		$401K Sell
3,045
-1,919
-39% -$265K 0.1% 118
2024
Q3 		$672K Buy
+4,964
New +$631K 0.17% 87

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XLI Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 32% in Q4 2025, selling an estimated $160K and leaving 2,249 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #149.

Vantage Financial Partners (Wisconsin) first reported a position in XLI in Q3 2024 and has held it in 6 quarters since. The position peaked at $672K in Q3 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 2,249 shares of State Street Industrial Select Sector SPDR ETF worth $349K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 1,043 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $160K.
  • State Street Industrial Select Sector SPDR ETF made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #149 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s State Street Industrial Select Sector SPDR ETF position peaked at $672K in Q3 2024.
  • 1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.