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

BlackDiamond 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 Q1	$243K	Sell	1,503 -495	-25%	-$83.1K	0.12%	170
2025 Q4	$347K	Buy	1,998 +525	+36%	+$80.8K	0.17%	127
2025 Q3	$227K	Sell	1,473 -350	-19%	-$53K	0.12%	154
2025 Q2	$270K	Buy	1,823 +316	+21%	+$43.1K	0.16%	127
2025 Q1	$205K	Sell	1,507 -211	-12%	-$28.5K	0.14%	149
2024 Q4	$226K	Sell	1,718 -65	-4%	-$8.96K	0.13%	144
2024 Q3	$253K	Sell	1,783 -504	-22%	-$64.1K	0.15%	141
2024 Q2	$284K	Sell	2,287 -15	-0.7%	-$1.85K	0.19%	112
2024 Q1	$290K	Buy	+2,302	New	+$271K	0.21%	111

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackDiamond Wealth Management's XLI Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q1 2026, selling an estimated $83.1K and leaving 1,503 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #170.

BlackDiamond Wealth Management first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $347K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

BlackDiamond Wealth Management held 1,503 shares of State Street Industrial Select Sector SPDR ETF worth $243K as of Q1 2026.
BlackDiamond Wealth Management sold 495 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $83.1K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #170 holding.
BlackDiamond Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
BlackDiamond Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $347K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.