Wela Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wela Strategies’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 Q3	$6.36M	Sell	41,257 -2,195	-5%	-$333K	2.41%	12
2025 Q2	$6.41M	Buy	43,452 +1,318	+3%	+$180K	2.53%	9
2025 Q1	$5.52M	Buy	+42,134	New	+$5.69M	2.33%	13
2024 Q4	–	Sell	-37,058	Closed	-$5.02M	–	75
2024 Q3	$5.02M	Buy	37,058 +6,582	+22%	+$837K	2.19%	13
2024 Q2	$3.71M	Buy	30,476 +850	+3%	+$105K	1.73%	14
2024 Q1	$3.73M	Buy	+29,626	New	+$3.49M	1.76%	14
2017 Q2	–	Sell	-24,868	Closed	-$1.62M	–	33
2017 Q1	$1.62M	Buy	+24,868	New	+$1.61M	1.59%	15

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wela Strategies's XLI Position: Q3 2025 in Review

Wela Strategies reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.1% in Q3 2025, selling an estimated $333K and leaving 41,257 shares worth $6.36M. The position accounts for 2.41% of the portfolio, ranked #12.

Wela Strategies first reported a position in XLI in Q1 2017 and has held it in 7 quarters since. The position peaked at $6.41M in Q2 2025. 1,415 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Wela Strategies held 41,257 shares of State Street Industrial Select Sector SPDR ETF worth $6.36M as of Q3 2025.
Wela Strategies sold 2,195 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $333K.
State Street Industrial Select Sector SPDR ETF made up 2.41% of Wela Strategies's portfolio in Q3 2025, its #12 holding.
Wela Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 7 quarters since.
Wela Strategies's State Street Industrial Select Sector SPDR ETF position peaked at $6.41M in Q2 2025.
1,415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.