EWM
XLI icon

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

EPG 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 		$789K Buy
4,259
+265
+7% +$46.1K 0.19% 116
2026
Q1 		$646K Buy
3,994
+315
+9% +$52.9K 0.18% 130
2025
Q4 		$571K Buy
3,679
+142
+4% +$21.8K 0.15% 136
2025
Q3 		$546K Sell
3,537
-345
-9% -$52.3K 0.15% 139
2025
Q2 		$573K Buy
3,882
+145
+4% +$19.8K 0.17% 136
2025
Q1 		$490K Buy
3,737
+57
+2% +$7.7K 0.14% 166
2024
Q4 		$485K Sell
3,680
-1,166
-24% -$161K 0.13% 165
2024
Q3 		$656K Buy
+4,846
New +$616K 0.17% 141
2024
Q2 		– Sell
-6,245
Closed -$770K – 138
2024
Q1 		$787K Buy
6,245
+325
+5% +$38.2K 0.19% 134
2023
Q4 		$686K Sell
5,920
-357
-6% -$37.5K 0.18% 138
2023
Q3 		$636K Sell
6,277
-61
-1% -$6.53K 0.19% 130
2023
Q2 		$680K Buy
6,338
+32
+0.5% +$3.22K 0.2% 124
2023
Q1 		$638K Buy
6,306
+32
+0.5% +$3.22K 0.2% 116
2022
Q4 		$616K Buy
6,274
+454
+8% +$43.2K 0.23% 97
2022
Q3 		$482K Sell
5,820
-970
-14% -$89.3K 0.2% 106
2022
Q2 		$593K Sell
6,790
-148
-2% -$14K 0.25% 88
2022
Q1 		$714K Buy
6,938
+506
+8% +$51.4K 0.25% 83
2021
Q4 		$681K Buy
6,432
+385
+6% +$40K 0.24% 83
2021
Q3 		$592K Buy
6,047
+92
+2% +$9.45K 0.24% 89
2021
Q2 		$610K Buy
5,955
+650
+12% +$66.6K 0.26% 91
2021
Q1 		$522K Buy
+5,305
New +$486K 0.25% 90
2020
Q2 		– Sell
-566
Closed -$33K – 793
2020
Q1 		$33K Sell
566
-212
-27% -$16K 0.02% 332
2019
Q4 		$63K Buy
+778
New +$62.1K 0.05% 205

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

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

EPG Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.6% in Q2 2026, buying an estimated $46.1K and bringing the position to 4,259 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #116.

EPG Wealth Management first reported a position in XLI in Q4 2019 and has held it in 23 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • EPG Wealth Management held 4,259 shares of State Street Industrial Select Sector SPDR ETF worth $789K as of Q2 2026.
  • EPG Wealth Management bought 265 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $46.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.19% of EPG Wealth Management's portfolio in Q2 2026, its #116 holding.
  • EPG Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.