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Whalen Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Whalen Wealth Management’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 		– Sell
-2,302
Closed -$340K – 274
2025
Q2 		$340K Buy
+2,302
New +$314K 0.21% 131

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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B 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

Whalen Wealth Management's XLI Position: Q3 2025 in Review

Whalen Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 2,302 shares — an estimated $340K sold.

Whalen Wealth Management first reported a position in XLI in Q2 2025 and held it in 1 quarter. The position peaked at $340K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

  • Whalen Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 2,302 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $340K.
  • Whalen Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $340K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.