Activest Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Activest Wealth Management’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	$1.14M	Sell	6,151 -290	-5%	-$50.4K	0.22%	40
2026 Q1	$1.04M	Sell	6,441 -658	-9%	-$110K	0.18%	50
2025 Q4	$1.1M	Buy	7,099 +1,353	+24%	+$208K	0.21%	50
2025 Q3	$886K	Hold	5,746	–	–	0.18%	56
2025 Q2	$848K	Sell	5,746 -3,423	-37%	-$467K	0.2%	51
2025 Q1	$1.2M	Buy	9,169 +1,141	+14%	+$154K	0.32%	43
2024 Q4	$1.06M	Buy	8,028 +2,123	+36%	+$293K	0.3%	42
2024 Q3	$800K	Hold	5,905	–	–	0.25%	43
2024 Q2	$720K	Sell	5,905 -213	-3%	-$26.3K	0.24%	45
2024 Q1	$771K	Buy	6,118 +2,941	+93%	+$346K	0.37%	28
2023 Q4	$362K	Buy	3,177 +15	+0.5%	+$1.57K	0.2%	35
2023 Q3	$321K	Buy	+3,162	New	+$338K	0.2%	35
2023 Q2	–	Sell	-3,769	Closed	-$376K	–	428
2023 Q1	$376K	Sell	3,769 -2,107	-36%	-$212K	0.24%	34
2022 Q4	$579K	Buy	5,876 +1,355	+30%	+$129K	0.17%	46
2022 Q3	$384K	Buy	4,521 +796	+21%	+$73.3K	0.12%	53
2022 Q2	$325K	Sell	3,725 -2,728	-42%	-$257K	0.23%	37
2022 Q1	$665K	Sell	6,453 -962	-13%	-$97.7K	0.43%	27
2021 Q4	$785K	Buy	7,415 +4,628	+166%	+$481K	0.49%	26
2021 Q3	$273K	Sell	2,787 -806	-22%	-$82.8K	0.18%	50
2021 Q2	$368K	Buy	3,593 +131	+4%	+$13.4K	0.28%	38
2021 Q1	$341K	Buy	+3,462	New	+$317K	0.28%	44

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

Activest Wealth Management's XLI Position: Q2 2026 in Review

Activest Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.5% in Q2 2026, selling an estimated $50.4K and leaving 6,151 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #40.

Activest Wealth Management first reported a position in XLI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.2M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Activest Wealth Management held 6,151 shares of State Street Industrial Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Activest Wealth Management sold 290 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $50.4K.
State Street Industrial Select Sector SPDR ETF made up 0.22% of Activest Wealth Management's portfolio in Q2 2026, its #40 holding.
Activest Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.2M in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.