Balboa Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Balboa Wealth Partners’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	$255K	Buy	+1,376	New	+$239K	0.03%	385
2024 Q3	–	Sell	-2,233	Closed	-$272K	–	374
2024 Q2	$272K	Buy	+2,233	New	+$275K	0.07%	206
2024 Q1	–	Sell	-2,950	Closed	-$336K	–	321
2023 Q4	$336K	Sell	2,950 -273	-8%	-$28.7K	0.11%	145
2023 Q3	$327K	Buy	3,223 +1,077	+50%	+$115K	0.12%	141
2023 Q2	$230K	Sell	2,146 -950	-31%	-$95.6K	0.08%	205
2023 Q1	$313K	Buy	3,096 +215	+7%	+$21.6K	0.12%	155
2022 Q4	$283K	Buy	+2,881	New	+$274K	0.13%	164

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

Balboa Wealth Partners's XLI Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,376 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #385 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in XLI as recently as Q2 2024.

Balboa Wealth Partners first reported a position in XLI in Q4 2022 and has held it in 7 quarters since. The position peaked at $336K in Q4 2023. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Balboa Wealth Partners held 1,376 shares of State Street Industrial Select Sector SPDR ETF worth $255K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Balboa Wealth Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #385 holding.
Balboa Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
Balboa Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $336K in Q4 2023.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.