Blue Bell Private Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Blue Bell Private 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	$302K	Hold	1,633	–	–	0.04%	240
2026 Q1	$264K	Buy	1,633 +22	+1%	+$3.69K	0.04%	236
2025 Q4	$250K	Sell	1,611 -78	-5%	-$12K	0.04%	238
2025 Q3	$260K	Buy	1,689 +50	+3%	+$7.58K	0.04%	224
2025 Q2	$242K	Sell	1,639 -39	-2%	-$5.32K	0.04%	216
2025 Q1	$220K	Hold	1,678	–	–	0.04%	210
2024 Q4	$221K	Hold	1,678	–	–	0.04%	198
2024 Q3	$227K	Buy	1,678 +115	+7%	+$14.6K	0.04%	201
2024 Q2	$190K	Sell	1,563 -69	-4%	-$8.5K	0.04%	196
2024 Q1	$206K	Sell	1,632 -307	-16%	-$36.1K	0.04%	183
2023 Q4	$221K	Buy	1,939 +147	+8%	+$15.4K	0.05%	155
2023 Q3	$182K	Hold	1,792	–	–	0.05%	153
2023 Q2	$192K	Hold	1,792	–	–	0.05%	143
2023 Q1	$181K	Hold	1,792	–	–	0.05%	128
2022 Q4	$176K	Hold	1,792	–	–	0.06%	123
2022 Q3	$148K	Hold	1,792	–	–	0.05%	127
2022 Q2	$157K	Hold	1,792	–	–	0.05%	121
2022 Q1	$185K	Buy	1,792 +60	+3%	+$6.09K	0.05%	111
2021 Q4	$183K	Buy	1,732 +50	+3%	+$5.19K	0.05%	109
2021 Q3	$166K	Hold	1,682	–	–	0.05%	79
2021 Q2	$172K	Sell	1,682 -200	-11%	-$20.5K	0.05%	82
2021 Q1	$185K	Sell	1,882 -100	-5%	-$9.16K	0.06%	81
2020 Q4	$180K	Sell	1,982 -19	-0.9%	-$1.6K	0.06%	72
2020 Q3	$154K	Hold	2,001	–	–	0.06%	74
2020 Q2	$140K	Sell	2,001 -181	-8%	-$11.7K	0.07%	73
2020 Q1	$129K	Sell	2,182 -350	-14%	-$26.4K	0.07%	67
2019 Q4	$206K	Buy	2,532 +200	+9%	+$16K	0.08%	65
2019 Q3	$181K	Sell	2,332 -100	-4%	-$7.67K	0.08%	60
2019 Q2	$188K	Sell	2,432 -200	-8%	-$15.2K	0.09%	58
2019 Q1	$197K	Sell	2,632 -100	-4%	-$7.24K	0.09%	60
2018 Q4	$176K	Hold	2,732	–	–	0.09%	60
2018 Q3	$214K	Hold	2,732	–	–	0.09%	64
2018 Q2	$196K	Sell	2,732 -200	-7%	-$14.8K	0.09%	69
2018 Q1	$217K	Hold	2,932	–	–	0.1%	68
2017 Q4	$221K	Hold	2,932	–	–	0.1%	66
2017 Q3	$208K	Sell	2,932 -200	-6%	-$13.8K	0.1%	72
2017 Q2	$213K	Hold	3,132	–	–	0.11%	69
2017 Q1	$204K	Hold	3,132	–	–	0.11%	70
2016 Q4	$195K	Hold	3,132	–	–	0.12%	75
2016 Q3	$183K	Sell	3,132 -550	-15%	-$31.9K	0.11%	98
2016 Q2	$207K	Hold	3,682	–	–	0.13%	91
2016 Q1	$204K	Sell	3,682 -200	-5%	-$10.3K	0.14%	91
2015 Q4	$206K	Sell	3,882 -840	-18%	-$45.1K	0.14%	97
2015 Q3	$236K	Sell	4,722 -200	-4%	-$10.5K	0.16%	86
2015 Q2	$266K	Sell	4,922 -140	-3%	-$7.86K	0.16%	80
2015 Q1	$282K	Sell	5,062 -1,230	-20%	-$69.2K	0.17%	72
2014 Q4	$356K	Sell	6,292 -150	-2%	-$8.24K	0.21%	62
2014 Q3	$342K	Hold	6,442	–	–	0.21%	69
2014 Q2	$348K	Buy	6,442 +4,500	+232%	+$240K	0.21%	67
2014 Q1	$102K	Buy	1,942 +200	+11%	+$10.3K	0.07%	121
2013 Q4	$91K	Buy	+1,742	New	+$85.6K	0.07%	135

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

Blue Bell Private Wealth Management's XLI Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,633 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #240.

Blue Bell Private Wealth Management first reported a position in XLI in Q4 2013 and has held it in 51 quarters since. The position peaked at $356K in Q4 2014. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Blue Bell Private Wealth Management held 1,633 shares of State Street Industrial Select Sector SPDR ETF worth $302K as of Q2 2026.
Blue Bell Private Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #240 holding.
Blue Bell Private Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
Blue Bell Private Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $356K in Q4 2014.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.