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

CreativeOne 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	$3.32M	Buy	17,932 +2,924	+19%	+$508K	0.07%	269
2026 Q1	$2.43M	Sell	15,008 -1,060	-7%	-$178K	0.06%	307
2025 Q4	$2.49M	Buy	16,068 +42	+0.3%	+$6.46K	0.06%	285
2025 Q3	$2.47M	Sell	16,026 -411	-3%	-$62.3K	0.06%	294
2025 Q2	$2.42M	Sell	16,437 -1,927	-10%	-$263K	0.06%	291
2025 Q1	$2.41M	Sell	18,364 -324	-2%	-$43.8K	0.07%	263
2024 Q4	$2.46M	Buy	18,688 +33	+0.2%	+$4.55K	0.08%	246
2024 Q3	$2.53M	Buy	18,655 +8,577	+85%	+$1.09M	0.09%	223
2024 Q2	$1.23M	Sell	10,078 -7,826	-44%	-$964K	0.06%	278
2024 Q1	$2.25M	Buy	17,904 +10,414	+139%	+$1.23M	0.09%	212
2023 Q4	$854K	Sell	7,490 -2,005	-21%	-$210K	0.05%	274
2023 Q3	$963K	Sell	9,495 -7,029	-43%	-$752K	0.07%	244
2023 Q2	$1.77M	Buy	16,524 +447	+3%	+$45K	0.08%	229
2023 Q1	$1.63M	Buy	16,077 +2,215	+16%	+$223K	0.08%	222
2022 Q4	$1.36M	Buy	13,862 +571	+4%	+$54.4K	0.08%	233
2022 Q3	$1.1M	Buy	13,291 +321	+2%	+$29.6K	0.07%	246
2022 Q2	$1.13M	Sell	12,970 -1,871	-13%	-$176K	0.06%	238
2022 Q1	$1.53M	Sell	14,841 -18,919	-56%	-$1.92M	0.08%	212
2021 Q4	$3.57M	Buy	33,760 +7,635	+29%	+$793K	0.18%	89
2021 Q3	$2.56M	Buy	26,125 +4,882	+23%	+$502K	0.15%	124
2021 Q2	$2.17M	Buy	21,243 +8,076	+61%	+$827K	0.13%	144
2021 Q1	$1.3M	Buy	13,167 +337	+3%	+$30.9K	0.1%	172
2020 Q4	$1.14M	Sell	12,830 -1,090	-8%	-$91.8K	0.09%	168
2020 Q3	$1.07M	Sell	13,920 -418	-3%	-$31.3K	0.15%	96
2020 Q2	$985K	Buy	+14,338	New	+$930K	0.15%	83

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

CreativeOne Wealth's XLI Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 19% in Q2 2026, buying an estimated $508K and bringing the position to 17,932 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #269.

CreativeOne Wealth first reported a position in XLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.57M in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CreativeOne Wealth held 17,932 shares of State Street Industrial Select Sector SPDR ETF worth $3.32M as of Q2 2026.
CreativeOne Wealth bought 2,924 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $508K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #269 holding.
CreativeOne Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
CreativeOne Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $3.57M in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.