WS
XLI icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return