XLI β€” SELECT SECTOR SPDR TRUST SBI INT-INDS ETF

Ownership history in Royal Fund Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Royal Fund Management, LLC reported SELECT SECTOR SPDR TRUST SBI INT-INDS ETF (XLI) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 1.37% in 2025 Q2. The latest visible filing shows XLI at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Royal Fund Management, LLC's position in SELECT SECTOR SPDR TRUST SBI INT-INDS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XLI was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLI stock page Royal Fund Management, LLC fund profile Royal Fund Management, LLC full holdings
How Royal Fund Management, LLC held XLI β€” position size vs. price
% of Fund (quarterly)    XLI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 51,832 -41,908 -44.7% 0.95% $8.0M 2025-10-29 $154.12
2025 Q2 ADDED 93,740 +28,114 +42.8% 1.37% $13.8M 2025-08-13 $150.91
2024 Q2 ADDED 65,626 +65,508 +55515.3% 0.65% $8.0M 2024-07-18 $122.49
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XLI

As of 2026 Q1 β€” sorted by position size

IMZ Advisory Inc 6.6% AAFMAA Wealth Management & Trust LLC 3Y 4.46% Sharper & Granite LLC 3Y 3.58% CAMELOT TECHNOLOGY ADVISORS, INC. 3.51% City Center Advisors, LLC 1.84% Finivi Inc. 1.78% HERBST GROUP, LLC 3Y 1.74% ARMSTRONG ADVISORY GROUP, INC 3Y 1.69% Stillwater Capital Advisors, LLC 3Y 7Y 1.63% Clarus Wealth Advisors 3Y 7Y 1.55%

FAQ About Royal Fund Management, LLC and XLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Royal Fund Management, LLC reported owning XLI?

Royal Fund Management, LLC reported XLI across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported XLI position in Royal Fund Management, LLC's portfolio?

The largest reported portfolio weight for XLI was 1.37% in 2025 Q2.

What is the latest reported XLI position on this page?

The most recent filing on this page is 2025 Q3, when Royal Fund Management, LLC reported 51,832 shares, equal to 0.95% of portfolio, with an estimated market value of $8.0M.

What does the chart on this XLI ownership page compare?

The chart compares Royal Fund Management, LLC's quarterly XLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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