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 Q2	$892K	Buy	4,813 +1,945	+68%	+$338K	0.04%	176
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 $1.55T 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

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

Angeles Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 68% in Q2 2026, buying an estimated $338K and bringing the position to 4,813 shares worth $892K. The position accounts for 0.04% of the portfolio, ranked #176.

Angeles Wealth Management first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Angeles Wealth Management held 4,813 shares of State Street Industrial Select Sector SPDR ETF worth $892K as of Q2 2026.
Angeles Wealth Management bought 1,945 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $338K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Angeles Wealth Management's portfolio in Q2 2026, its #176 holding.
Angeles Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.