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

Crown Wealth Group’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 Q1	–	Sell	-2,183	Closed	-$339K	–	157
2025 Q4	$339K	Buy	+2,183	New	+$336K	0.09%	88

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crown Wealth Group's XLI Position: Q1 2026 in Review

Crown Wealth Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 2,183 shares — an estimated $339K sold.

Crown Wealth Group first reported a position in XLI in Q4 2025 and held it in 1 quarter. The position peaked at $339K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Crown Wealth Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Crown Wealth Group sold 2,183 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $339K.
Crown Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Crown Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $339K in Q4 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.