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WestEnd Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WestEnd Advisors’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 		– Sell
-630
Closed -$97.2K – 400
2025
Q3 		$97.2K Buy
+630
New +$95.4K ﹤0.01% 49
2025
Q2 		– Sell
-600
Closed -$78.6K – 375
2025
Q1 		$78.6K Buy
600
+459
+326% +$62K ﹤0.01% 52
2024
Q4 		$18.6K Sell
141
-189
-57% -$26.1K ﹤0.01% 68
2024
Q3 		$44.6K Sell
330
-140
-30% -$17.8K ﹤0.01% 58
2024
Q2 		$57.3K Sell
470
-97
-17% -$12K ﹤0.01% 50
2024
Q1 		$71.4K Sell
567
-626
-52% -$73.7K ﹤0.01% 52
2023
Q4 		$136K Buy
1,193
+295
+33% +$31K ﹤0.01% 48
2023
Q3 		$91K Buy
+898
New +$96.1K ﹤0.01% 48
2023
Q1 		– Sell
-1,730
Closed -$174K – 46
2022
Q4 		$170K Sell
1,730
-456
-21% -$43.4K 0.01% 47
2022
Q3 		$181K Sell
2,186
-325
-13% -$29.9K 0.01% 46
2022
Q2 		$219K Buy
+2,511
New +$237K 0.01% 46
2022
Q1 		– Sell
-747,553
Closed -$75.9M – 42
2021
Q4 		$79.1M Buy
+747,553
New +$77.7M 2.15% 11
2021
Q3 		– Hold
0
– – – 13
2021
Q2 		– Sell
-1,510,639
Closed -$155M – 13
2021
Q1 		$149M Buy
1,510,639
+340,836
+29% +$31.2M 5.96% 3
2020
Q4 		$104M Buy
1,169,803
+95,116
+9% +$8.01M 5.24% 4
2020
Q3 		$82.7M Buy
1,074,687
+393,173
+58% +$29.4M 4.87% 4
2020
Q2 		$46.8M Buy
681,514
+242,654
+55% +$15.7M 3.14% 8
2020
Q1 		$25.9M Buy
+438,860
New +$33.1M 2.17% 29

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

WestEnd Advisors's XLI Position: Q4 2025 in Review

WestEnd Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 630 shares — an estimated $97.2K sold.

WestEnd Advisors first reported a position in XLI in Q1 2020 and held it in 17 quarters. The position peaked at $149M in Q1 2021. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

  • WestEnd Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • WestEnd Advisors sold 630 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $97.2K.
  • WestEnd Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and held it in 17 quarters.
  • WestEnd Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $149M in Q1 2021.
  • 1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on WestEnd Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.