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

Circle 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	$1.2M	Sell	6,478 -2,954	-31%	-$513K	0.02%	137
2026 Q1	$1.53M	Buy	9,432 +1,661	+21%	+$279K	0.02%	103
2025 Q4	$1.21M	Buy	7,771 +79	+1%	+$12.2K	0.02%	120
2025 Q3	$1.19M	Buy	7,692 +2,403	+45%	+$364K	0.02%	111
2025 Q2	$780K	Sell	5,289 -200	-4%	-$27.3K	0.02%	140
2025 Q1	$719K	Hold	5,489	–	–	0.02%	140
2024 Q4	$723K	Buy	5,489 +1,464	+36%	+$202K	0.02%	139
2024 Q3	$545K	Buy	4,025 +5	+0.1%	+$636	0.01%	166
2024 Q2	$490K	Buy	4,020 +278	+7%	+$34.3K	0.01%	164
2024 Q1	$471K	Sell	3,742 -215	-5%	-$25.3K	0.01%	148
2023 Q4	$451K	Sell	3,957 -3,155	-44%	-$331K	0.01%	142
2023 Q3	$721K	Buy	7,112 +11	+0.2%	+$1.18K	0.02%	104
2023 Q2	$762K	Buy	7,101 +11	+0.2%	+$1.11K	0.1%	73
2023 Q1	$717K	Sell	7,090 -831	-10%	-$83.6K	0.1%	71
2022 Q4	$778K	Buy	7,921 +13	+0.2%	+$1.24K	0.12%	60
2022 Q3	$655K	Buy	7,908 +13	+0.2%	+$1.2K	0.11%	70
2022 Q2	$690K	Sell	7,895 -6,588	-45%	-$621K	0.11%	76
2022 Q1	$1.49M	Buy	14,483 +8	+0.1%	+$813	0.2%	50
2021 Q4	$1.53M	Sell	14,475 -457	-3%	-$47.5K	0.2%	50
2021 Q3	$1.46M	Buy	14,932 +8	+0.1%	+$822	0.21%	52
2021 Q2	$1.53M	Sell	14,924 -598	-4%	-$61.3K	0.22%	52
2021 Q1	$1.53M	Sell	15,522 -125	-0.8%	-$11.4K	0.24%	48
2020 Q4	$1.39M	Buy	15,647 +12,548	+405%	+$1.06M	0.2%	62
2020 Q3	$239K	Hold	3,099	–	–	0.04%	185
2020 Q2	$213K	Buy	+3,099	New	+$201K	0.04%	189

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

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

Circle Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 31% in Q2 2026, selling an estimated $513K and leaving 6,478 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #137.

Circle Wealth Management first reported a position in XLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.53M in Q4 2021. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Circle Wealth Management held 6,478 shares of State Street Industrial Select Sector SPDR ETF worth $1.2M as of Q2 2026.
Circle Wealth Management sold 2,954 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $513K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #137 holding.
Circle Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Circle Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.53M in Q4 2021.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.