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

Chicago 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	$16.4M	Buy	88,271 +788	+0.9%	+$137K	5.8%	2
2026 Q1	$14.1M	Buy	87,483 +440	+0.5%	+$73.8K	5.65%	3
2025 Q4	$13.5M	Buy	87,043 +105	+0.1%	+$16.2K	5.43%	5
2025 Q3	$13.4M	Sell	86,938 -478	-0.5%	-$72.4K	5.84%	3
2025 Q2	$12.9M	Sell	87,416 -1,040	-1%	-$142K	6.15%	3
2025 Q1	$11.6M	Buy	88,456 +957	+1%	+$129K	6.08%	2
2024 Q4	$11.5M	Buy	87,499 +2,412	+3%	+$333K	5.99%	1
2024 Q3	$11.5M	Buy	85,087 +1,089	+1%	+$138K	6.15%	2
2024 Q2	$10.2M	Buy	83,998 +1,229	+1%	+$151K	5.89%	3
2024 Q1	$10.4M	Buy	82,769 +121	+0.1%	+$14.2K	6.19%	2
2023 Q4	$9.42M	Sell	82,648 -852	-1%	-$89.4K	6.44%	3
2023 Q3	$8.47M	Sell	83,500 -427	-0.5%	-$45.7K	6.67%	5
2023 Q2	$9.01M	Sell	83,927 -1,168	-1%	-$118K	6.86%	5
2023 Q1	$8.61M	Buy	+85,095	New	+$8.56M	6.84%	5
2022 Q2	–	Sell	-69,674	Closed	-$7.17M	–	49
2022 Q1	$7.17M	Sell	69,674 -1,913	-3%	-$194K	4.82%	14
2021 Q4	$7.58M	Buy	71,587 +2,085	+3%	+$217K	5.08%	11
2021 Q3	$6.8M	Buy	69,502 +2,947	+4%	+$303K	4.96%	11
2021 Q2	$6.82M	Buy	+66,555	New	+$6.82M	4.9%	10

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

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

Chicago Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.9% in Q2 2026, buying an estimated $137K and bringing the position to 88,271 shares worth $16.4M. The position accounts for 5.8% of the portfolio, ranked #2.

Chicago Wealth Management first reported a position in XLI in Q2 2021 and has held it in 18 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Chicago Wealth Management held 88,271 shares of State Street Industrial Select Sector SPDR ETF worth $16.4M as of Q2 2026.
Chicago Wealth Management bought 788 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $137K.
State Street Industrial Select Sector SPDR ETF made up 5.8% of Chicago Wealth Management's portfolio in Q2 2026, its #2 holding.
Chicago Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.