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Axim Planning & Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Axim Planning & Wealth’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 		$221K Sell
1,192
-91
-7% -$15.8K 0.31% 79
2026
Q1 		$208K Buy
+1,283
New +$215K 0.25% 75
2022
Q4 		– Sell
-283
Closed -$23K – 165
2022
Q3 		$23K Buy
283
+274
+3,044% +$25.2K 0.02% 80
2022
Q2 		$1K Buy
+9
New +$848 ﹤0.01% 143

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Axim Planning & Wealth's XLI Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.1% in Q2 2026, selling an estimated $15.8K and leaving 1,192 shares worth $221K. The position accounts for 0.31% of the portfolio, ranked #79.

Axim Planning & Wealth first reported a position in XLI in Q2 2022 and has held it in 4 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Axim Planning & Wealth held 1,192 shares of State Street Industrial Select Sector SPDR ETF worth $221K as of Q2 2026.
  • Axim Planning & Wealth sold 91 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.31% of Axim Planning & Wealth's portfolio in Q2 2026, its #79 holding.
  • Axim Planning & Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and has held it in 4 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.