AAFMAA Wealth Management & Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AAFMAA Wealth Management & Trust’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	$14M	Buy	75,461 +4,419	+6%	+$768K	4.88%	7
2026 Q1	$11.5M	Buy	71,042 +56,014	+373%	+$9.4M	4.46%	7
2025 Q4	$2.33M	Sell	15,028 -873	-5%	-$134K	0.91%	26
2025 Q3	$2.45M	Buy	15,901 +52	+0.3%	+$7.88K	0.97%	23
2025 Q2	$2.34M	Sell	15,849 -2,881	-15%	-$393K	0.97%	23
2025 Q1	$2.45M	Sell	18,730 -21,781	-54%	-$2.94M	1.11%	20
2024 Q4	$5.34M	Buy	40,511 +806	+2%	+$111K	2.34%	11
2024 Q3	$5.38M	Buy	39,705 +24,402	+159%	+$3.1M	2.37%	11
2024 Q2	$1.86M	Buy	+15,303	New	+$1.89M	0.92%	36

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

AAFMAA Wealth Management & Trust's XLI Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.2% in Q2 2026, buying an estimated $768K and bringing the position to 75,461 shares worth $14M. The position accounts for 4.88% of the portfolio, ranked #7.

AAFMAA Wealth Management & Trust first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

AAFMAA Wealth Management & Trust held 75,461 shares of State Street Industrial Select Sector SPDR ETF worth $14M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 4,419 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $768K.
State Street Industrial Select Sector SPDR ETF made up 4.88% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #7 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.