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

Discipline Wealth Solutions’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 		$276K Hold
1,491
– – 0.02% 170
2026
Q1 		$241K Buy
1,491
+37
+3% +$6.21K 0.03% 175
2025
Q4 		$226K Buy
+1,454
New +$224K 0.04% 158

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Discipline Wealth Solutions's XLI Position: Q2 2026 in Review

Discipline Wealth Solutions held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,491 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #170.

Discipline Wealth Solutions first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Discipline Wealth Solutions held 1,491 shares of State Street Industrial Select Sector SPDR ETF worth $276K as of Q2 2026.
  • Discipline Wealth Solutions left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #170 holding.
  • Discipline Wealth Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.