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

BlueStem Wealth Partners’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	–	Sell	-51,280	Closed	-$7.95M	–	139
2025 Q4	$7.95M	Buy	+51,280	New	+$7.89M	0.88%	26
2025 Q3	–	Sell	-47,542	Closed	-$7.01M	–	130
2025 Q2	$7.01M	Buy	+47,542	New	+$6.49M	0.86%	23
2025 Q1	–	Sell	-46,981	Closed	-$6.19M	–	112
2024 Q4	$6.19M	Buy	+46,981	New	+$6.48M	0.81%	21

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

BlueStem Wealth Partners's XLI Position: Q1 2026 in Review

BlueStem Wealth Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 51,280 shares — an estimated $7.95M sold.

BlueStem Wealth Partners first reported a position in XLI in Q4 2024 and held it in 3 quarters. The position peaked at $7.95M in Q4 2025. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

BlueStem Wealth Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
BlueStem Wealth Partners sold 51,280 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.95M.
BlueStem Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
BlueStem Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $7.95M in Q4 2025.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.