West Oak Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

West Oak Capital’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	$160K	Hold	1,035	–	–	0.06%	119
2025 Q2	$153K	Hold	1,035	–	–	0.06%	128
2025 Q1	$136K	Hold	1,035	–	–	0.05%	129
2024 Q4	$136K	Hold	1,035	–	–	0.05%	130
2024 Q3	$140K	Hold	1,035	–	–	0.03%	130
2024 Q2	$126K	Hold	1,035	–	–	0.05%	142
2024 Q1	$130K	Sell	1,035 -54	-5%	-$6.36K	0.06%	143
2023 Q4	$122K	Hold	1,089	–	–	0.06%	144
2023 Q3	$110K	Hold	1,089	–	–	0.05%	141
2023 Q2	$117K	Buy	1,089 +39	+4%	+$3.93K	0.06%	139
2023 Q1	$106K	Hold	1,050	–	–	0.05%	145
2022 Q4	$103K	Hold	1,050	–	–	0.05%	135
2022 Q3	$87K	Sell	1,050 -683	-39%	-$62.9K	0.05%	145
2022 Q2	$151K	Hold	1,733	–	–	0.08%	123
2022 Q1	$178K	Sell	1,733 -35	-2%	-$3.56K	0.08%	127
2021 Q4	$187K	Sell	1,768 -50	-3%	-$5.19K	0.07%	130
2021 Q3	$178K	Hold	1,818	–	–	0.07%	132
2021 Q2	$186K	Buy	1,818 +50	+3%	+$5.12K	0.07%	129
2021 Q1	$174K	Hold	1,768	–	–	0.07%	129
2020 Q4	$157K	Hold	1,768	–	–	0.07%	126
2020 Q3	$136K	Hold	1,768	–	–	0.07%	123
2020 Q2	$121K	Hold	1,768	–	–	0.07%	126
2020 Q1	$104K	Hold	1,768	–	–	0.07%	127
2019 Q4	$144K	Hold	1,768	–	–	0.08%	125
2019 Q3	$137K	Hold	1,768	–	–	0.08%	123
2019 Q2	$137K	Hold	1,768	–	–	0.08%	125
2019 Q1	$133K	Hold	1,768	–	–	0.08%	124
2018 Q4	$114K	Hold	1,768	–	–	0.08%	128
2018 Q3	$139K	Hold	1,768	–	–	0.08%	132
2018 Q2	$127K	Hold	1,768	–	–	0.08%	132
2018 Q1	$131K	Buy	+1,768	New	+$136K	0.08%	132
2017 Q4	–	Sell	-1,500	Closed	-$107K	–	344
2017 Q3	$107K	Hold	1,500	–	–	0.06%	146
2017 Q2	$102K	Buy	1,500 +210	+16%	+$14K	0.06%	147
2017 Q1	$83.9K	Hold	1,290	–	–	0.05%	154
2016 Q4	$80.3K	Hold	1,290	–	–	0.05%	153
2016 Q3	$75.3K	Hold	1,290	–	–	0.05%	154
2016 Q2	$72.3K	Sell	1,290 -400	-24%	-$22.3K	0.05%	146
2016 Q1	$93.7K	Hold	1,690	–	–	0.07%	126
2015 Q4	$89.6K	Hold	1,690	–	–	0.07%	130
2015 Q3	$84.3K	Hold	1,690	–	–	0.07%	134
2015 Q2	$91.4K	Hold	1,690	–	–	0.07%	128
2015 Q1	$94.3K	Hold	1,690	–	–	0.07%	128
2014 Q4	$95.6K	Hold	1,690	–	–	0.07%	124
2014 Q3	$89.8K	Hold	1,690	–	–	0.07%	124
2014 Q2	$91.4K	Hold	1,690	–	–	0.07%	124
2014 Q1	$88.4K	Buy	1,690 +440	+35%	+$22.6K	0.06%	125
2013 Q4	$65.3K	Hold	1,250	–	–	0.05%	134
2013 Q3	$58K	Buy	1,250 +250	+25%	+$11.3K	0.05%	135
2013 Q2	$42.6K	Buy	+1,000	New	+$42.5K	0.04%	144

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

West Oak Capital's XLI Position: Q3 2025 in Review

West Oak Capital held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2025 at 1,035 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #119.

West Oak Capital first reported a position in XLI in Q2 2013 and has held it in 49 quarters since. The position peaked at $187K in Q4 2021. 1,415 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

West Oak Capital held 1,035 shares of State Street Industrial Select Sector SPDR ETF worth $160K as of Q3 2025.
West Oak Capital left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Industrial Select Sector SPDR ETF made up 0.06% of West Oak Capital's portfolio in Q3 2025, its #119 holding.
West Oak Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's State Street Industrial Select Sector SPDR ETF position peaked at $187K in Q4 2021.
1,415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.