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

Cherry Tree 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 Q1	$133K	Buy	822 +58	+8%	+$9.73K	0.03%	192
2025 Q4	$119K	Hold	764	–	–	0.03%	206
2025 Q3	$118K	Hold	764	–	–	0.03%	207
2025 Q2	$113K	Hold	764	–	–	0.03%	205
2025 Q1	$100K	Hold	764	–	–	0.02%	211
2024 Q4	$101K	Hold	764	–	–	0.02%	209
2024 Q3	$103K	Hold	764	–	–	0.02%	211
2024 Q2	$93.1K	Hold	764	–	–	0.02%	213
2024 Q1	$96.2K	Hold	764	–	–	0.02%	211
2023 Q4	$87.1K	Hold	764	–	–	0.02%	209
2023 Q3	$77.5K	Hold	764	–	–	0.02%	205
2023 Q2	$82K	Buy	+764	New	+$76.9K	0.02%	203

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cherry Tree Wealth Management's XLI Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.6% in Q1 2026, buying an estimated $9.73K and bringing the position to 822 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #192.

Cherry Tree Wealth Management first reported a position in XLI in Q2 2023 and has held it in 12 quarters since. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Cherry Tree Wealth Management held 822 shares of State Street Industrial Select Sector SPDR ETF worth $133K as of Q1 2026.
Cherry Tree Wealth Management bought 58 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $9.73K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #192 holding.
Cherry Tree Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.