Capital Wealth Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Capital Wealth Planning’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	$5.17M	Buy	27,889 +355	+1%	+$61.7K	0.03%	115
2026 Q1	$4.45M	Buy	27,534 +15,745	+134%	+$2.64M	0.02%	116
2025 Q4	$1.83M	Sell	11,789 -12,717	-52%	-$1.96M	0.01%	124
2025 Q3	$3.78M	Buy	24,506 +1,781	+8%	+$270K	0.03%	92
2025 Q2	$3.35M	Buy	+22,725	New	+$3.1M	0.03%	71
2024 Q2	–	Sell	-10,736	Closed	-$1.35M	–	155
2024 Q1	$1.35M	Buy	+10,736	New	+$1.26M	0.01%	81
2023 Q4	–	Sell	-8,969	Closed	-$909K	–	167
2023 Q3	$909K	Buy	+8,969	New	+$960K	0.01%	70
2020 Q2	–	Sell	-18,692	Closed	-$1.1M	–	229
2020 Q1	$1.1M	Sell	18,692 -3,498	-16%	-$264K	0.07%	67
2019 Q4	$1.81M	Buy	22,190 +1,377	+7%	+$110K	0.11%	55
2019 Q3	$1.63M	Buy	20,813 +14,090	+210%	+$1.08M	0.1%	59
2019 Q2	$520K	Buy	+6,723	New	+$511K	0.04%	125
2017 Q3	–	Sell	-41,943	Closed	-$2.86M	–	204
2017 Q2	$2.86M	Buy	+41,943	New	+$2.8M	0.46%	32

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

Capital Wealth Planning's XLI Position: Q2 2026 in Review

Capital Wealth Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q2 2026, buying an estimated $61.7K and bringing the position to 27,889 shares worth $5.17M. The position accounts for 0.03% of the portfolio, ranked #115.

Capital Wealth Planning first reported a position in XLI in Q2 2017 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Capital Wealth Planning held 27,889 shares of State Street Industrial Select Sector SPDR ETF worth $5.17M as of Q2 2026.
Capital Wealth Planning bought 355 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $61.7K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Capital Wealth Planning's portfolio in Q2 2026, its #115 holding.
Capital Wealth Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 12 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.