Brandywine Oak Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brandywine Oak Private Wealth’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	$1.97M	Sell	10,627 -35	-0.3%	-$6.08K	0.15%	71
2026 Q1	$1.72M	Sell	10,662 -177	-2%	-$29.7K	0.15%	74
2025 Q4	$1.68M	Buy	10,839 +185	+2%	+$28.5K	0.14%	73
2025 Q3	$1.64M	Hold	10,654	–	–	0.14%	74
2025 Q2	$1.57M	Hold	10,654	–	–	0.15%	77
2025 Q1	$1.4M	Sell	10,654 -1,249	-10%	-$169K	0.14%	79
2024 Q4	$1.57M	Hold	11,903	–	–	0.15%	75
2024 Q3	$1.61M	Sell	11,903 -100	-0.8%	-$12.7K	0.16%	73
2024 Q2	$1.46M	Hold	12,003	–	–	0.15%	75
2024 Q1	$1.51M	Hold	12,003	–	–	0.16%	73
2023 Q4	$1.37M	Sell	12,003 -1,042	-8%	-$109K	0.15%	77
2023 Q3	$1.32M	Sell	13,045 -279	-2%	-$29.9K	0.16%	75
2023 Q2	$1.43M	Hold	13,324	–	–	0.16%	74
2023 Q1	$1.35M	Sell	13,324 -66	-0.5%	-$6.64K	0.16%	77
2022 Q4	$1.32M	Sell	13,390 -439	-3%	-$41.8K	0.16%	76
2022 Q3	$1.15M	Sell	13,829 -1,388	-9%	-$128K	0.16%	87
2022 Q2	$1.33M	Sell	15,217 -618	-4%	-$58.3K	0.17%	86
2022 Q1	$1.63M	Buy	15,835 +1,263	+9%	+$128K	0.19%	85
2021 Q4	$1.56M	Sell	14,572 -138	-0.9%	-$14.3K	0.17%	93
2021 Q3	$1.44M	Sell	14,710 -100	-0.7%	-$10.3K	0.17%	95
2021 Q2	$1.52M	Buy	14,810 +129	+0.9%	+$13.2K	0.18%	88
2021 Q1	$1.45M	Sell	14,681 -86	-0.6%	-$7.88K	0.21%	72
2020 Q4	$1.31M	Sell	14,767 -555	-4%	-$46.8K	0.2%	75
2020 Q3	$1.18M	Hold	15,322	–	–	0.2%	74
2020 Q2	$1.05M	Buy	15,322 +4,236	+38%	+$275K	0.19%	81
2020 Q1	$937K	Buy	+11,086	New	+$835K	0.19%	77
2019 Q4	–	Sell	-2,648	Closed	-$205K	–	246
2019 Q3	$205K	Sell	2,648 -60	-2%	-$4.6K	0.04%	224
2019 Q2	$209K	Sell	2,708 -186	-6%	-$14.1K	0.04%	209
2019 Q1	$217K	Sell	2,894 -872	-23%	-$63.1K	0.05%	200
2018 Q4	$242K	Buy	+3,766	New	+$267K	0.05%	176

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

Brandywine Oak Private Wealth's XLI Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.33% in Q2 2026, selling an estimated $6.08K and leaving 10,627 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #71.

Brandywine Oak Private Wealth first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Brandywine Oak Private Wealth held 10,627 shares of State Street Industrial Select Sector SPDR ETF worth $1.97M as of Q2 2026.
Brandywine Oak Private Wealth sold 35 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.08K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #71 holding.
Brandywine Oak Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.