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

Bernard 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	$686K	Hold	3,705	–	–	0.25%	40
2026 Q1	$599K	Sell	3,705 -3	-0.1%	-$504	0.26%	42
2025 Q4	$575K	Hold	3,708	–	–	0.23%	44
2025 Q3	$572K	Sell	3,708 -107	-3%	-$16.2K	0.24%	42
2025 Q2	$563K	Buy	3,815 +3,498	+1,103%	+$477K	0.26%	39
2025 Q1	$41.5K	Hold	317	–	–	0.02%	134
2024 Q4	$41.8K	Buy	+317	New	+$43.7K	0.02%	137

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

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

Bernard Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,705 shares worth $686K. The position accounts for 0.25% of the portfolio, ranked #40.

Bernard Wealth Management first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bernard Wealth Management held 3,705 shares of State Street Industrial Select Sector SPDR ETF worth $686K as of Q2 2026.
Bernard Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.25% of Bernard Wealth Management's portfolio in Q2 2026, its #40 holding.
Bernard Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.