FAS Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

FAS Wealth Partners’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	$88.1K	Sell	545 -475	-47%	-$79.7K	0.01%	369
2025 Q4	$158K	Hold	1,020	–	–	0.01%	347
2025 Q3	$157K	Sell	1,020 -85	-8%	-$12.9K	0.01%	325
2025 Q2	$163K	Sell	1,105 -2,000	-64%	-$273K	0.01%	320
2025 Q1	$407K	Sell	3,105 -463	-13%	-$62.6K	0.03%	226
2024 Q4	$470K	Sell	3,568 -365	-9%	-$50.3K	0.04%	216
2024 Q3	$533K	Buy	3,933 +300	+8%	+$38.1K	0.04%	207
2024 Q2	$443K	Hold	3,633	–	–	0.04%	216
2024 Q1	$458K	Buy	3,633 +85	+2%	+$10K	0.04%	214
2023 Q4	$404K	Buy	3,548 +48	+1%	+$5.04K	0.04%	218
2023 Q3	$355K	Buy	3,500 +2,335	+200%	+$250K	0.04%	217
2023 Q2	$125K	Buy	1,165 +690	+145%	+$69.5K	0.02%	276
2023 Q1	$48.1K	Hold	475	–	–	0.01%	335
2022 Q4	$46.6K	Hold	475	–	–	0.01%	331
2022 Q3	$39K	Buy	+475	New	+$43.7K	﹤0.01%	324
2021 Q1	–	Sell	-100	Closed	-$9K	–	354
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	325
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	306
2020 Q2	$7K	Hold	100	–	–	﹤0.01%	296
2020 Q1	$6K	Buy	+100	New	+$7.54K	﹤0.01%	285

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

FAS Wealth Partners's XLI Position: Q1 2026 in Review

FAS Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 47% in Q1 2026, selling an estimated $79.7K and leaving 545 shares worth $88.1K. The position accounts for 0.01% of the portfolio, ranked #369.

FAS Wealth Partners first reported a position in XLI in Q1 2020 and has held it in 19 quarters since. The position peaked at $533K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

FAS Wealth Partners held 545 shares of State Street Industrial Select Sector SPDR ETF worth $88.1K as of Q1 2026.
FAS Wealth Partners sold 475 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $79.7K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #369 holding.
FAS Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 19 quarters since.
FAS Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $533K in Q3 2024.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.