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 Q2	$396K	Buy	2,144 +641	+43%	+$111K	0.16%	134
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 $1.55T 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

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

BlackDiamond Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q2 2026, buying an estimated $111K and bringing the position to 2,144 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #134.

BlackDiamond Wealth Management first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

BlackDiamond Wealth Management held 2,144 shares of State Street Industrial Select Sector SPDR ETF worth $396K as of Q2 2026.
BlackDiamond Wealth Management bought 641 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #134 holding.
BlackDiamond Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.