Action Point Financial Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Action Point Financial Planning’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	$235K	Buy	+1,249	New	+$217K	0.02%	400

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

Action Point Financial Planning's XLI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,249 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #400 among its holdings.

1,649 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Action Point Financial Planning held 1,249 shares of State Street Industrial Select Sector SPDR ETF worth $235K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Action Point Financial Planning position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #400 holding.
1,649 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.