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

Comprehensive 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
Q2 		$6.38K Hold
34
– – ﹤0.01% 311
2026
Q1 		$5.56K Hold
34
– – ﹤0.01% 297
2025
Q4 		$5.32K Hold
34
– – ﹤0.01% 303
2025
Q3 		$5.27K Hold
34
– – ﹤0.01% 271
2025
Q2 		$5.02K Buy
34
+1
+3% +$136 ﹤0.01% 261
2025
Q1 		$4.45K Sell
33
-1
-3% -$135 ﹤0.01% 255
2024
Q4 		$4.46K Buy
+34
New +$4.69K ﹤0.01% 288

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Comprehensive Financial Planning's XLI Position: Q2 2026 in Review

Comprehensive Financial Planning held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 34 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Comprehensive Financial Planning first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Comprehensive Financial Planning held 34 shares of State Street Industrial Select Sector SPDR ETF worth $6.38K as of Q2 2026.
  • Comprehensive Financial Planning left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #311 holding.
  • Comprehensive Financial Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.