Wood Tarver Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wood Tarver Financial Group’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	-538	Closed	-$79K	–	664
2025 Q2	$79K	Sell	538 -172	-24%	-$23.5K	0.02%	234
2025 Q1	$93K	Sell	710 -27	-4%	-$3.65K	0.03%	207
2024 Q4	$97K	Buy	+737	New	+$102K	0.03%	200

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

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

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

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

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

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

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

Wood Tarver Financial Group's XLI Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2025, closing a stake of 538 shares — an estimated $79K sold.

Wood Tarver Financial Group first reported a position in XLI in Q4 2024 and held it in 3 quarters. The position peaked at $97K in Q4 2024. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Wood Tarver Financial Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 538 State Street Industrial Select Sector SPDR ETF shares in Q3 2025, an estimated $79K.
Wood Tarver Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $97K in Q4 2024.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.