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

Abound Financial’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 Q1	$323	Hold	2	–	–	﹤0.01%	275
2025 Q4	$310	Buy	+2	New	+$308	﹤0.01%	269
2025 Q2	–	Sell	-18,437	Closed	-$2.42M	–	259
2025 Q1	$2.42M	Buy	18,437 +199	+1%	+$26.9K	1.22%	17
2024 Q4	$2.4M	Buy	+18,238	New	+$2.51M	1.22%	19

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Abound Financial's XLI Position: Q1 2026 in Review

Abound Financial held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 2 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Abound Financial first reported a position in XLI in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.42M in Q1 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Abound Financial held 2 shares of State Street Industrial Select Sector SPDR ETF worth $323 as of Q1 2026.
Abound Financial left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #275 holding.
Abound Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Abound Financial's State Street Industrial Select Sector SPDR ETF position peaked at $2.42M in Q1 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.