Center for Financial Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Center for Financial 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 Q1	–	Sell	-165	Closed	-$25.6K	–	730
2025 Q4	$25.6K	Hold	165	–	–	﹤0.01%	383
2025 Q3	$25.4K	Hold	165	–	–	﹤0.01%	391
2025 Q2	$24.3K	Hold	165	–	–	﹤0.01%	374
2025 Q1	$21.6K	Hold	165	–	–	﹤0.01%	382
2024 Q4	$21.7K	Hold	165	–	–	﹤0.01%	342
2024 Q3	$22.3K	Hold	165	–	–	﹤0.01%	327
2024 Q2	$20.1K	Hold	165	–	–	﹤0.01%	324
2024 Q1	$20.8K	Hold	165	–	–	﹤0.01%	325
2023 Q4	$18.8K	Hold	165	–	–	﹤0.01%	314
2023 Q3	$16.7K	Hold	165	–	–	﹤0.01%	310
2023 Q2	$17.7K	Hold	165	–	–	﹤0.01%	325
2023 Q1	$16.7K	Hold	165	–	–	﹤0.01%	306
2022 Q4	$16.2K	Hold	165	–	–	﹤0.01%	305
2022 Q3	$14K	Hold	165	–	–	﹤0.01%	325
2022 Q2	$14K	Hold	165	–	–	﹤0.01%	332
2022 Q1	$17K	Hold	165	–	–	﹤0.01%	324
2021 Q4	$17K	Hold	165	–	–	﹤0.01%	328
2021 Q3	$16K	Hold	165	–	–	﹤0.01%	322
2021 Q2	$17K	Hold	165	–	–	﹤0.01%	319
2021 Q1	$16K	Hold	165	–	–	﹤0.01%	331
2020 Q4	$15K	Buy	+165	New	+$13.9K	﹤0.01%	312

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Center for Financial Planning's XLI Position: Q1 2026 in Review

Center for Financial Planning sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 165 shares — an estimated $25.6K sold.

Center for Financial Planning first reported a position in XLI in Q4 2020 and held it in 21 quarters. The position peaked at $25.6K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Center for Financial Planning reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 165 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.6K.
Center for Financial Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 21 quarters.
Center for Financial Planning's State Street Industrial Select Sector SPDR ETF position peaked at $25.6K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.