Financial Gravity Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Gravity 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 Q1	$7.44K	Hold	46	–	–	﹤0.01%	618
2025 Q4	$7.14K	Hold	46	–	–	﹤0.01%	524
2025 Q3	$7.09K	Buy	+46	New	+$6.97K	﹤0.01%	625
2025 Q1	$6.03K	Buy	+46	New	+$6.22K	﹤0.01%	697
2024 Q2	$12.7K	Sell	104 -654	-86%	-$80.6K	﹤0.01%	445
2024 Q1	$93.2K	Buy	758 +149	+24%	+$17.5K	0.01%	288
2023 Q4	$65.3K	Buy	609 +384	+171%	+$40.3K	﹤0.01%	563
2023 Q3	$21.8K	Buy	225 +118	+110%	+$12.6K	﹤0.01%	542
2023 Q2	$148	Sell	107 -61	-36%	-$6.14K	﹤0.01%	1236
2023 Q1	$22.7K	Buy	168 +70	+71%	+$7.04K	0.7%	35
2022 Q4	$6.8K	Buy	+98	New	+$9.33K	0.04%	347
2022 Q2	–	Sell	-103	Closed	-$65	–	857
2022 Q1	$65	Buy	+103	New	+$10.5K	﹤0.01%	635
2021 Q4	–	Sell	-395	Closed	-$98K	–	1011
2021 Q3	$98K	Buy	+395	New	+$40.6K	0.05%	360
2021 Q2	–	Sell	-218	Closed	-$2.15K	–	1028
2021 Q1	$2.15K	Buy	+218	New	+$20K	0.04%	235
2020 Q1	–	Sell	-77	Closed	-$81K	–	1386
2019 Q4	$81K	Sell	77 -1,806	-96%	-$144K	0.06%	419
2019 Q3	$146K	Sell	1,883 -1,354	-42%	-$104K	0.13%	152
2019 Q2	$251K	Sell	3,237 -2,954	-48%	-$225K	0.21%	112
2019 Q1	$474K	Buy	+6,191	New	+$448K	0.38%	68

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Gravity Asset Management's XLI Position: Q1 2026 in Review

Financial Gravity Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 46 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Financial Gravity Asset Management first reported a position in XLI in Q1 2019 and has held it in 18 quarters since. The position peaked at $474K in Q1 2019. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Financial Gravity Asset Management held 46 shares of State Street Industrial Select Sector SPDR ETF worth $7.44K as of Q1 2026.
Financial Gravity Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #618 holding.
Financial Gravity Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 18 quarters since.
Financial Gravity Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $474K in Q1 2019.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.