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

Angeles 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 Q1	$464K	Buy	2,868 +1,752	+157%	+$294K	0.03%	246
2025 Q4	$173K	Buy	1,116 +762	+215%	+$117K	0.01%	380
2025 Q3	$54.6K	Hold	354	–	–	﹤0.01%	372
2025 Q2	$52.2K	Buy	354 +150	+74%	+$20.5K	﹤0.01%	377
2025 Q1	$26.7K	Hold	204	–	–	﹤0.01%	344
2024 Q4	$26.9K	Sell	204 -1,000	-83%	-$138K	﹤0.01%	352
2024 Q3	$163K	Buy	1,204 +1,000	+490%	+$127K	0.01%	268
2024 Q2	$24.9K	Sell	204 -192	-48%	-$23.7K	﹤0.01%	274
2024 Q1	$49.9K	Hold	396	–	–	0.01%	252
2023 Q4	$45.1K	Buy	396 +192	+94%	+$20.2K	0.01%	224
2023 Q3	$20.7K	Hold	204	–	–	﹤0.01%	213
2023 Q2	$21.9K	Hold	204	–	–	﹤0.01%	209
2023 Q1	$20.6K	Hold	204	–	–	﹤0.01%	196
2022 Q4	$20K	Hold	204	–	–	﹤0.01%	200
2022 Q3	$17K	Hold	204	–	–	﹤0.01%	201
2022 Q2	$18K	Hold	204	–	–	﹤0.01%	191
2022 Q1	$21K	Buy	+204	New	+$20.7K	﹤0.01%	186

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

Angeles Wealth Management's XLI Position: Q1 2026 in Review

Angeles Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 157% in Q1 2026, buying an estimated $294K and bringing the position to 2,868 shares worth $464K. The position accounts for 0.03% of the portfolio, ranked #246.

Angeles Wealth Management first reported a position in XLI in Q1 2022 and has held it in 17 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Angeles Wealth Management held 2,868 shares of State Street Industrial Select Sector SPDR ETF worth $464K as of Q1 2026.
Angeles Wealth Management bought 1,752 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $294K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #246 holding.
Angeles Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.