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

BIP Wealth’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	$365K	Buy	1,973 +20	+1%	+$3.48K	0.01%	418
2026 Q1	$316K	Buy	1,953 +345	+21%	+$57.9K	0.01%	361
2025 Q4	$249K	Hold	1,608	–	–	0.01%	397
2025 Q3	$248K	Hold	1,608	–	–	0.01%	267
2025 Q2	$237K	Sell	1,608 -239	-13%	-$32.6K	0.01%	241
2025 Q1	$242K	Buy	1,847 +38	+2%	+$5.13K	0.02%	233
2024 Q4	$238K	Buy	1,809 +239	+15%	+$32.9K	0.02%	229
2024 Q3	$213K	Buy	+1,570	New	+$200K	0.01%	227

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

BIP Wealth's XLI Position: Q2 2026 in Review

BIP Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1% in Q2 2026, buying an estimated $3.48K and bringing the position to 1,973 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #418.

BIP Wealth first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

BIP Wealth held 1,973 shares of State Street Industrial Select Sector SPDR ETF worth $365K as of Q2 2026.
BIP Wealth bought 20 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.48K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #418 holding.
BIP Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.