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

Burling 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 Q2	$359K	Hold	1,940	–	–	0.05%	150
2026 Q1	$314K	Hold	1,940	–	–	0.05%	149
2025 Q4	$301K	Hold	1,940	–	–	0.05%	161
2025 Q3	$299K	Hold	1,940	–	–	0.05%	154
2025 Q2	$286K	Hold	1,940	–	–	0.05%	154
2025 Q1	$254K	Hold	1,940	–	–	0.05%	148
2024 Q4	$256K	Buy	+1,940	New	+$267K	0.05%	151

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

Burling Wealth Partners's XLI Position: Q2 2026 in Review

Burling Wealth Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,940 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #150.

Burling Wealth Partners first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Burling Wealth Partners held 1,940 shares of State Street Industrial Select Sector SPDR ETF worth $359K as of Q2 2026.
Burling Wealth Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Burling Wealth Partners's portfolio in Q2 2026, its #150 holding.
Burling Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.