Bedel Financial Consulting’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bedel Financial Consulting’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	$265K	Sell	1,432 -95	-6%	-$16.5K	0.02%	262
2026 Q1	$247K	Hold	1,527	–	–	0.03%	258
2025 Q4	$237K	Buy	1,527 +169	+12%	+$26K	0.03%	253
2025 Q3	$209K	Buy	+1,358	New	+$206K	0.03%	273
2022 Q2	–	Sell	-1,255	Closed	-$129K	–	936
2022 Q1	$129K	Sell	1,255 -33	-3%	-$3.35K	0.04%	236
2021 Q4	$136K	Sell	1,288 -9	-0.7%	-$935	0.04%	233
2021 Q3	$127K	Buy	1,297 +42	+3%	+$4.31K	0.04%	233
2021 Q2	$129K	Hold	1,255	–	–	0.04%	234
2021 Q1	$124K	Hold	1,255	–	–	0.05%	231
2020 Q4	$111K	Hold	1,255	–	–	0.05%	212
2020 Q3	$97K	Hold	1,255	–	–	0.05%	213
2020 Q2	$86K	Hold	1,255	–	–	0.05%	213
2020 Q1	$74K	Hold	1,255	–	–	0.05%	221
2019 Q4	$102K	Hold	1,255	–	–	0.06%	209
2019 Q3	$97K	Hold	1,255	–	–	0.06%	206
2019 Q2	$97K	Hold	1,255	–	–	0.06%	201
2019 Q1	$94K	Hold	1,255	–	–	0.06%	195
2018 Q4	$81K	Hold	1,255	–	–	0.06%	200
2018 Q3	$94K	Hold	1,255	–	–	0.06%	199
2018 Q2	$90K	Sell	1,255 -650	-34%	-$48.2K	0.07%	203
2018 Q1	$142K	Buy	+1,905	New	+$147K	0.11%	165

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

Bedel Financial Consulting's XLI Position: Q2 2026 in Review

Bedel Financial Consulting reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.2% in Q2 2026, selling an estimated $16.5K and leaving 1,432 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #262.

Bedel Financial Consulting first reported a position in XLI in Q1 2018 and has held it in 21 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bedel Financial Consulting held 1,432 shares of State Street Industrial Select Sector SPDR ETF worth $265K as of Q2 2026.
Bedel Financial Consulting sold 95 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #262 holding.
Bedel Financial Consulting first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 21 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.