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

BigSur 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	$3.25M	Buy	17,570 +70	+0.4%	+$12.2K	0.78%	35
2026 Q1	$2.83M	Hold	17,500	–	–	0.79%	35
2025 Q4	$2.71M	Hold	17,500	–	–	0.66%	42
2025 Q3	$2.7M	Sell	17,500 -4,885	-22%	-$740K	0.66%	43
2025 Q2	$3.3M	Hold	22,385	–	–	0.83%	37
2025 Q1	$2.93M	Sell	22,385 -3,000	-12%	-$405K	0.79%	36
2024 Q4	$3.34M	Sell	25,385 -905	-3%	-$125K	0.96%	32
2024 Q3	$3.56M	Buy	26,290 +2,110	+9%	+$268K	0.98%	28
2024 Q2	$2.95M	Hold	24,180	–	–	0.9%	32
2024 Q1	$3.05M	Buy	24,180 +10,000	+71%	+$1.18M	0.95%	26
2023 Q4	$1.62M	Sell	14,180 -4,600	-24%	-$483K	0.77%	36
2023 Q3	$1.9M	Hold	18,780	–	–	0.96%	28
2023 Q2	$2.02M	Hold	18,780	–	–	0.96%	30
2023 Q1	$1.9M	Hold	18,780	–	–	0.89%	34
2022 Q4	$1.84M	Hold	18,780	–	–	0.89%	32
2022 Q3	$1.56M	Hold	18,780	–	–	0.79%	36
2022 Q2	$1.64M	Hold	18,780	–	–	0.77%	39
2022 Q1	$1.93M	Hold	18,780	–	–	0.75%	38
2021 Q4	$1.99M	Buy	18,780 +3,000	+19%	+$312K	0.78%	38
2021 Q3	$1.54M	Sell	15,780 -10,000	-39%	-$1.03M	0.69%	42
2021 Q2	$2.64M	Hold	25,780	–	–	1.19%	23
2021 Q1	$2.54M	Sell	25,780 -1,700	-6%	-$156K	1.3%	20
2020 Q4	$2.43M	Buy	27,480 +5,500	+25%	+$463K	1.37%	20
2020 Q3	$1.69M	Buy	21,980 +16,685	+315%	+$1.25M	1.08%	28
2020 Q2	$364K	Hold	5,295	–	–	0.26%	68
2020 Q1	$312K	Hold	5,295	–	–	0.23%	77
2019 Q4	$431K	Sell	5,295 -5,000	-49%	-$399K	0.24%	77
2019 Q3	$799K	Sell	10,295 -8,000	-44%	-$614K	0.54%	44
2019 Q2	$1.42M	Hold	18,295	–	–	0.99%	28
2019 Q1	$1.37M	Hold	18,295	–	–	0.9%	25
2018 Q4	$1.18M	Hold	18,295	–	–	0.84%	28
2018 Q3	$1.43M	Sell	18,295 -1,000	-5%	-$76.2K	0.9%	24
2018 Q2	$1.38M	Hold	19,295	–	–	1.01%	22
2018 Q1	$1.43M	Hold	19,295	–	–	1.02%	18
2017 Q4	$1.46M	Buy	19,295 +5,295	+38%	+$385K	1.45%	14
2017 Q3	$994K	Hold	14,000	–	–	1%	22
2017 Q2	$964K	Hold	14,000	–	–	0.98%	22
2017 Q1	$936K	Sell	14,000 -1,000	-7%	-$64.6K	1.01%	21
2016 Q4	$933K	Buy	+15,000	New	+$904K	1.25%	19

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

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

BigSur Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 17,570 shares worth $3.25M. The position accounts for 0.78% of the portfolio, ranked #35.

BigSur Wealth Management first reported a position in XLI in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.56M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

BigSur Wealth Management held 17,570 shares of State Street Industrial Select Sector SPDR ETF worth $3.25M as of Q2 2026.
BigSur Wealth Management bought 70 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
State Street Industrial Select Sector SPDR ETF made up 0.78% of BigSur Wealth Management's portfolio in Q2 2026, its #35 holding.
BigSur Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
BigSur Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.56M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.