Encompass More Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Encompass More Asset 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	$2.39M	Sell	12,923 -11,228	-46%	-$1.95M	0.35%	60
2026 Q1	$3.91M	Buy	24,151 +14,985	+163%	+$2.52M	0.65%	33
2025 Q4	$1.42M	Buy	9,166 +3,173	+53%	+$488K	0.26%	76
2025 Q3	$924K	Sell	5,993 -6,419	-52%	-$972K	0.18%	104
2025 Q2	$1.83M	Buy	12,412 +6,464	+109%	+$882K	0.43%	54
2025 Q1	$780K	Buy	5,948 +1,354	+29%	+$183K	0.23%	89
2024 Q4	$605K	Sell	4,594 -5,338	-54%	-$736K	0.2%	90
2024 Q3	$1.35M	Buy	9,932 +1,101	+12%	+$140K	0.51%	52
2024 Q2	$1.08M	Buy	8,831 +845	+11%	+$104K	0.77%	29
2024 Q1	$1.01M	Sell	7,986 -5,983	-43%	-$704K	0.83%	28
2023 Q4	$1.59M	Buy	+13,969	New	+$1.47M	1.79%	13

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

Encompass More Asset Management's XLI Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 46% in Q2 2026, selling an estimated $1.95M and leaving 12,923 shares worth $2.39M. The position accounts for 0.35% of the portfolio, ranked #60.

Encompass More Asset Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Encompass More Asset Management held 12,923 shares of State Street Industrial Select Sector SPDR ETF worth $2.39M as of Q2 2026.
Encompass More Asset Management sold 11,228 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
State Street Industrial Select Sector SPDR ETF made up 0.35% of Encompass More Asset Management's portfolio in Q2 2026, its #60 holding.
Encompass More Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Encompass More Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.91M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.