WMS Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WMS Partners’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 Q1	–	Sell	-4,858	Closed	-$640K	–	288
2024 Q4	$640K	Sell	4,858 -94	-2%	-$13K	0.04%	156
2024 Q3	$671K	Buy	4,952 +1,846	+59%	+$235K	0.04%	149
2024 Q2	$379K	Hold	3,106	–	–	0.02%	185
2024 Q1	$391K	Hold	3,106	–	–	0.03%	191
2023 Q4	$354K	Hold	3,106	–	–	0.03%	191
2023 Q3	$315K	Hold	3,106	–	–	0.02%	198
2023 Q2	$333K	Hold	3,106	–	–	0.03%	201
2023 Q1	$314K	Hold	3,106	–	–	0.03%	200
2022 Q4	$305K	Buy	+3,106	New	+$296K	0.03%	204

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WMS Partners's XLI Position: Q1 2025 in Review

WMS Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2025, closing a stake of 4,858 shares — an estimated $640K sold.

WMS Partners first reported a position in XLI in Q4 2022 and held it in 9 quarters. The position peaked at $671K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold XLI as of Q1 2025.

WMS Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 4,858 State Street Industrial Select Sector SPDR ETF shares in Q1 2025, an estimated $640K.
WMS Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 9 quarters.
WMS Partners's State Street Industrial Select Sector SPDR ETF position peaked at $671K in Q3 2024.
1,350 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.