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

Barnes Wealth Management Group’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	$305K	Buy	1,646 +25	+2%	+$4.34K	0.14%	141
2026 Q1	$262K	Buy	1,621 +38	+2%	+$6.38K	0.13%	151
2025 Q4	$246K	Sell	1,583 -18	-1%	-$2.77K	0.13%	150
2025 Q3	$247K	Sell	1,601 -118	-7%	-$17.9K	0.14%	145
2025 Q2	$253K	Buy	1,719 +151	+10%	+$20.6K	0.15%	128
2025 Q1	$206K	Buy	+1,568	New	+$212K	0.13%	156

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

Barnes Wealth Management Group's XLI Position: Q2 2026 in Review

Barnes Wealth Management Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.5% in Q2 2026, buying an estimated $4.34K and bringing the position to 1,646 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #141.

Barnes Wealth Management Group first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. 1,659 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Barnes Wealth Management Group held 1,646 shares of State Street Industrial Select Sector SPDR ETF worth $305K as of Q2 2026.
Barnes Wealth Management Group bought 25 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.34K.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Barnes Wealth Management Group's portfolio in Q2 2026, its #141 holding.
Barnes Wealth Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,659 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.