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

WorthPointe’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	-5,901	Closed	-$910K	–	137
2025 Q3	$910K	Buy	+5,901	New	+$894K	0.34%	40
2024 Q3	–	Sell	-7,112	Closed	-$867K	–	85
2024 Q2	$867K	Buy	+7,112	New	+$876K	0.4%	33
2023 Q2	–	Sell	-3,347	Closed	-$339K	–	67
2023 Q1	$339K	Buy	+3,347	New	+$337K	0.22%	43

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WorthPointe's XLI Position: Q4 2025 in Review

WorthPointe sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 5,901 shares — an estimated $910K sold.

WorthPointe first reported a position in XLI in Q1 2023 and held it in 3 quarters. The position peaked at $910K in Q3 2025. 1,503 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

WorthPointe reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
WorthPointe sold 5,901 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $910K.
WorthPointe first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
WorthPointe's State Street Industrial Select Sector SPDR ETF position peaked at $910K in Q3 2025.
1,503 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on WorthPointe's 13F filing for Q4 2025, filed 26 Jan 2026.