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

Bogart Wealth LLC’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	$16.3K	Hold	88	–	–	﹤0.01%	848
2026 Q1	$14.2K	Hold	88	–	–	﹤0.01%	817
2025 Q4	$13.6K	Hold	88	–	–	﹤0.01%	786
2025 Q3	$13.6K	Hold	88	–	–	﹤0.01%	766
2025 Q2	$13K	Sell	88 -100	-53%	-$13.6K	﹤0.01%	733
2025 Q1	$24.6K	Buy	188 +100	+114%	+$13.5K	﹤0.01%	543
2024 Q4	$11.6K	Buy	+88	New	+$12.1K	﹤0.01%	699
2023 Q1	–	Sell	-129	Closed	-$12.7K	–	1217
2022 Q4	$12.7K	Buy	129 +104	+416%	+$9.9K	﹤0.01%	499
2022 Q3	$2K	Buy	+25	New	+$2.3K	﹤0.01%	850

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

Bogart Wealth LLC's XLI Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 88 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Bogart Wealth LLC first reported a position in XLI in Q3 2022 and has held it in 9 quarters since. The position peaked at $24.6K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bogart Wealth LLC held 88 shares of State Street Industrial Select Sector SPDR ETF worth $16.3K as of Q2 2026.
Bogart Wealth LLC left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #848 holding.
Bogart Wealth LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 9 quarters since.
Bogart Wealth LLC's State Street Industrial Select Sector SPDR ETF position peaked at $24.6K in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.