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

Cooksen Wealth’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	$5.39M	Buy	29,089 +893	+3%	+$155K	3.4%	8
2026 Q1	$4.56M	Buy	28,196 +848	+3%	+$142K	3.31%	10
2025 Q4	$4.24M	Buy	27,348 +479	+2%	+$73.7K	3.1%	10
2025 Q3	$4.14M	Buy	26,869 +940	+4%	+$142K	3.09%	10
2025 Q2	$3.83M	Buy	25,929 +3,811	+17%	+$520K	3.07%	10
2025 Q1	$2.79M	Sell	22,118 -2,188	-9%	-$296K	2.83%	10
2024 Q4	$3.2M	Buy	24,306 +394	+2%	+$54.3K	2.95%	10
2024 Q3	$3.24M	Buy	23,912 +592	+3%	+$75.3K	3.03%	10
2024 Q2	$2.84M	Buy	23,320 +1,202	+5%	+$148K	2.87%	11
2024 Q1	$2.79M	Buy	22,118 +1,546	+8%	+$182K	2.9%	10
2023 Q4	$2.35M	Buy	+20,572	New	+$2.16M	2.66%	12

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

Cooksen Wealth's XLI Position: Q2 2026 in Review

Cooksen Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q2 2026, buying an estimated $155K and bringing the position to 29,089 shares worth $5.39M. The position accounts for 3.4% of the portfolio, ranked #8.

Cooksen Wealth first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cooksen Wealth held 29,089 shares of State Street Industrial Select Sector SPDR ETF worth $5.39M as of Q2 2026.
Cooksen Wealth bought 893 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $155K.
State Street Industrial Select Sector SPDR ETF made up 3.4% of Cooksen Wealth's portfolio in Q2 2026, its #8 holding.
Cooksen Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.