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

Beta Wealth 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 Q3	$3.99M	Buy	+23,906	New	+$4.26M	1.49%	20

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Beta Wealth Group's XLI Position: Q3 2026 in Review

Beta Wealth Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 23,906 shares worth $3.99M. The stake represents 1.49% of the portfolio and ranks #20 among its holdings.

1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Beta Wealth Group held 23,906 shares of State Street Industrial Select Sector SPDR ETF worth $3.99M as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Beta Wealth Group position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 1.49% of Beta Wealth Group's portfolio in Q3 2026, its #20 holding.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Beta Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.