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

Axxcess 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	$4M	Sell	21,578 -432	-2%	-$75.1K	0.06%	265
2026 Q1	$3.56M	Sell	22,010 -1,226	-5%	-$206K	0.11%	154
2025 Q4	$3.6M	Buy	23,236 +14,958	+181%	+$2.3M	0.06%	264
2025 Q3	$1.28M	Sell	8,278 -1,279	-13%	-$194K	0.03%	400
2025 Q2	$1.41M	Sell	9,557 -4,507	-32%	-$615K	0.03%	349
2025 Q1	$1.84M	Buy	14,064 +41	+0.3%	+$5.54K	0.05%	280
2024 Q4	$1.85M	Buy	14,023 +1,700	+14%	+$234K	0.04%	290
2024 Q3	$1.67M	Sell	12,323 -71,304	-85%	-$9.06M	0.04%	299
2024 Q2	$10.2M	Buy	83,627 +28,984	+53%	+$3.57M	0.27%	72
2024 Q1	$6.88M	Sell	54,643 -13,170	-19%	-$1.55M	0.19%	97
2023 Q4	$7.73M	Buy	67,813 +28,446	+72%	+$2.99M	0.22%	89
2023 Q3	$3.99M	Buy	39,367 +16,626	+73%	+$1.78M	0.14%	123
2023 Q2	$2.44M	Buy	22,741 +2,890	+15%	+$291K	0.18%	109
2023 Q1	$2.01M	Sell	19,851 -1,153	-5%	-$116K	0.15%	135
2022 Q4	$2.06M	Buy	21,004 +12,333	+142%	+$1.17M	0.17%	122
2022 Q3	$718K	Hold	8,671	–	–	0.07%	246
2022 Q2	$757K	Sell	8,671 -3,295	-28%	-$311K	0.07%	227
2022 Q1	$1.23M	Buy	11,966 +98	+0.8%	+$9.95K	0.1%	184
2021 Q4	$1.25M	Buy	+11,868	New	+$1.23M	0.09%	176

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

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

Axxcess Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q2 2026, selling an estimated $75.1K and leaving 21,578 shares worth $4M. The position accounts for 0.06% of the portfolio, ranked #265.

Axxcess Wealth Management first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q2 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Axxcess Wealth Management held 21,578 shares of State Street Industrial Select Sector SPDR ETF worth $4M as of Q2 2026.
Axxcess Wealth Management sold 432 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $75.1K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #265 holding.
Axxcess Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $10.2M in Q2 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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