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

Dakota Wealth Management’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	$13.6M	Buy	73,596 +630	+0.9%	+$109K	0.26%	83
2026 Q1	$11.8M	Buy	72,966 +3,799	+5%	+$638K	0.26%	85
2025 Q4	$10.7M	Buy	69,167 +2,202	+3%	+$339K	0.19%	100
2025 Q3	$10.3M	Sell	66,965 -1,024	-2%	-$155K	0.21%	92
2025 Q2	$10M	Sell	67,989 -1,208	-2%	-$165K	0.21%	96
2025 Q1	$9.07M	Sell	69,197 -1,474	-2%	-$199K	0.21%	99
2024 Q4	$9.31M	Buy	70,671 +766	+1%	+$106K	0.21%	99
2024 Q3	$9.47M	Sell	69,905 -1,237	-2%	-$157K	0.21%	96
2024 Q2	$8.67M	Buy	71,142 +5,721	+9%	+$705K	0.2%	100
2024 Q1	$8.24M	Buy	65,421 +2,556	+4%	+$301K	0.2%	101
2023 Q4	$7.17M	Buy	62,865 +1,398	+2%	+$147K	0.28%	96
2023 Q3	$6.23M	Buy	61,467 +2,545	+4%	+$272K	0.28%	94
2023 Q2	$6.32M	Buy	58,922 +36,648	+165%	+$3.69M	0.3%	86
2023 Q1	$2.25M	Buy	22,274 +1,764	+9%	+$177K	0.15%	146
2022 Q4	$2.01M	Buy	20,510 +275	+1%	+$26.2K	0.14%	151
2022 Q3	$1.68M	Buy	+20,235	New	+$1.86M	0.14%	167
2021 Q3	–	Sell	-8,285	Closed	-$848K	–	371
2021 Q2	$848K	Sell	8,285 -6,069	-42%	-$622K	0.1%	166
2021 Q1	$1.41M	Sell	14,354 -6,266	-30%	-$574K	0.19%	122
2020 Q4	$1.83M	Buy	+20,620	New	+$1.74M	0.24%	104

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

Dakota Wealth Management's XLI Position: Q2 2026 in Review

Dakota Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.86% in Q2 2026, buying an estimated $109K and bringing the position to 73,596 shares worth $13.6M. The position accounts for 0.26% of the portfolio, ranked #83.

Dakota Wealth Management first reported a position in XLI in Q4 2020 and has held it in 19 quarters since. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Dakota Wealth Management held 73,596 shares of State Street Industrial Select Sector SPDR ETF worth $13.6M as of Q2 2026.
Dakota Wealth Management bought 630 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $109K.
State Street Industrial Select Sector SPDR ETF made up 0.26% of Dakota Wealth Management's portfolio in Q2 2026, its #83 holding.
Dakota Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.