1 North Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

1 North Wealth Services’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
2026 Q2	$10.6K	Buy	+57	New	+$9.9K	﹤0.01%	181
2019 Q4	$0	Hold	1	–	–	﹤0.01%	373
2019 Q3	$0	Buy	+1	New	+$77	﹤0.01%	342
2019 Q1	$0	Sell	1 -517	-100%	-$37.4K	﹤0.01%	344
2018 Q4	$33K	Buy	+518	New	+$36.7K	0.03%	83

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

1 North Wealth Services's XLI Position: Q2 2026 in Review

1 North Wealth Services opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 57 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: 1 North Wealth Services previously reported a position in XLI as recently as Q4 2019.

1 North Wealth Services first reported a position in XLI in Q4 2018 and has held it in 5 quarters since. The position peaked at $33K in Q4 2018. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

1 North Wealth Services held 57 shares of State Street Industrial Select Sector SPDR ETF worth $10.6K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new 1 North Wealth Services position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #181 holding.
1 North Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
1 North Wealth Services's State Street Industrial Select Sector SPDR ETF position peaked at $33K in Q4 2018.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.