Bullock Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bullock 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	$1.24M	Buy	6,770 +1,757	+35%	+$305K	0.54%	41
2026 Q1	$824K	Buy	5,013 +369	+8%	+$61.9K	0.41%	60
2025 Q4	$720K	Buy	4,644 +353	+8%	+$54.3K	0.35%	67
2025 Q3	$659K	Buy	4,291 +32	+0.8%	+$4.85K	0.33%	74
2025 Q2	$630K	Buy	4,259 +34	+0.8%	+$4.64K	0.33%	73
2025 Q1	$557K	Buy	4,225 +1,560	+59%	+$211K	0.31%	78
2024 Q4	$351K	Buy	2,665 +1,372	+106%	+$189K	0.2%	102
2024 Q3	$175K	Sell	1,293 -21	-2%	-$2.67K	0.11%	155
2024 Q2	$158K	Buy	1,314 +22	+2%	+$2.71K	0.1%	155
2024 Q1	$162K	Buy	+1,292	New	+$152K	0.11%	158

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

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

Bullock Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 35% in Q2 2026, buying an estimated $305K and bringing the position to 6,770 shares worth $1.24M. The position accounts for 0.54% of the portfolio, ranked #41.

Bullock Wealth Management first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 1,662 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bullock Wealth Management held 6,770 shares of State Street Industrial Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Bullock Wealth Management bought 1,757 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $305K.
State Street Industrial Select Sector SPDR ETF made up 0.54% of Bullock Wealth Management's portfolio in Q2 2026, its #41 holding.
Bullock 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.
1,662 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.