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

Beacon Bridge 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	$1.36M	Sell	7,366 -203	-3%	-$35.3K	0.39%	57
2026 Q1	$1.22M	Buy	7,569 +406	+6%	+$68.1K	0.41%	56
2025 Q4	$1.11M	Buy	7,163 +1,941	+37%	+$299K	0.37%	56
2025 Q3	$805K	Buy	5,222 +3,110	+147%	+$471K	0.29%	54
2025 Q2	$312K	Buy	+2,112	New	+$288K	0.12%	73
2024 Q3	–	Sell	-3,028	Closed	-$369K	–	97
2024 Q2	$369K	Buy	3,028 +643	+27%	+$79.2K	0.17%	72
2024 Q1	$300K	Buy	+2,385	New	+$281K	0.14%	79

Other funds holding XLI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Beacon Bridge Wealth Partners's XLI Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.7% in Q2 2026, selling an estimated $35.3K and leaving 7,366 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #57.

Beacon Bridge Wealth Partners first reported a position in XLI in Q1 2024 and has held it in 7 quarters since. 1,458 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Beacon Bridge Wealth Partners held 7,366 shares of State Street Industrial Select Sector SPDR ETF worth $1.36M as of Q2 2026.
Beacon Bridge Wealth Partners sold 203 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
State Street Industrial Select Sector SPDR ETF made up 0.39% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #57 holding.
Beacon Bridge Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
1,458 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.