Concord Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Concord Wealth Partners’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	$72K	Buy	+389	New	+$67.6K	0.01%	320
2026 Q1	–	Sell	-465	Closed	-$72.1K	–	804
2025 Q4	$72.1K	Buy	465 +415	+830%	+$63.9K	0.01%	292
2025 Q3	$7.71K	Hold	50	–	–	﹤0.01%	570
2025 Q2	$7.38K	Hold	50	–	–	﹤0.01%	580
2025 Q1	$6.55K	Sell	50 -41	-45%	-$5.54K	﹤0.01%	552
2024 Q4	$12K	Hold	91	–	–	﹤0.01%	509
2024 Q3	$12.3K	Sell	91 -14	-13%	-$1.78K	﹤0.01%	538
2024 Q2	$12.8K	Hold	105	–	–	﹤0.01%	480
2024 Q1	$13.2K	Hold	105	–	–	﹤0.01%	542
2023 Q4	$12K	Sell	105 -176	-63%	-$18.5K	﹤0.01%	546
2023 Q3	$28.5K	Hold	281	–	–	0.01%	457
2023 Q2	$30.2K	Hold	281	–	–	0.01%	439
2023 Q1	$28.4K	Sell	281 -48	-15%	-$4.83K	0.01%	433
2022 Q4	$32.3K	Buy	+329	New	+$31.3K	0.01%	459
2022 Q3	–	Sell	-281	Closed	-$25K	–	1182
2022 Q2	$25K	Hold	281	–	–	0.01%	502
2022 Q1	$29K	Hold	281	–	–	0.01%	558
2021 Q4	$30K	Hold	281	–	–	0.01%	561
2021 Q3	$27K	Sell	281 -68	-19%	-$6.99K	0.01%	327
2021 Q2	$36K	Hold	349	–	–	0.01%	400
2021 Q1	$34K	Buy	349 +156	+81%	+$14.3K	0.01%	397
2020 Q4	$17K	Buy	+193	New	+$16.3K	0.01%	329

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

Concord Wealth Partners's XLI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 389 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLI as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLI in Q4 2020 and has held it in 21 quarters since. The position peaked at $72.1K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Concord Wealth Partners held 389 shares of State Street Industrial Select Sector SPDR ETF worth $72K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #320 holding.
Concord Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $72.1K in Q4 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.