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

Financial Management Network’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	$434K	Buy	2,419 +1	+0%	+$174	0.06%	145
2026 Q1	$416K	Buy	2,418 +57	+2%	+$9.57K	0.06%	138
2025 Q4	$373K	Buy	2,361 +1	+0%	+$154	0.06%	136
2025 Q3	$366K	Buy	2,360 +2	+0.1%	+$303	0.06%	136
2025 Q2	$352K	Buy	2,358 +234	+11%	+$31.9K	0.06%	132
2025 Q1	$249K	Buy	2,124 +1	+0%	+$135	0.06%	142
2024 Q4	$282K	Sell	2,123 -377	-15%	-$52K	0.06%	137
2024 Q3	$339K	Buy	2,500 +2	+0.1%	+$254	0.07%	132
2024 Q2	$303K	Buy	2,498 +2	+0.1%	+$246	0.07%	124
2024 Q1	$309K	Sell	2,496 -1,204	-33%	-$142K	0.08%	126
2023 Q4	$412K	Sell	3,700 -488	-12%	-$51.2K	0.12%	98
2023 Q3	$419K	Buy	4,188 +4	+0.1%	+$428	0.14%	95
2023 Q2	$449K	Sell	4,184 -100	-2%	-$10.1K	0.16%	92
2023 Q1	$424K	Buy	4,284 +1	+0%	+$101	0.17%	90
2022 Q4	$425K	Hold	4,283	–	–	0.19%	95
2022 Q3	$378K	Buy	4,283 +1	+0%	+$92	0.19%	98
2022 Q2	$377K	Buy	4,282 +1	+0%	+$94	0.2%	94
2022 Q1	$437K	Hold	4,281	–	–	0.22%	77
2021 Q4	$458K	Sell	4,281 -30	-0.7%	-$3.12K	0.21%	86
2021 Q3	$425K	Sell	4,311 -86	-2%	-$8.83K	0.22%	83
2021 Q2	$454K	Sell	4,397 -290	-6%	-$29.7K	0.23%	80
2021 Q1	$483K	Buy	4,687 +1	+0%	+$92	0.25%	79
2020 Q4	$420K	Buy	+4,686	New	+$395K	0.26%	72

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

Financial Management Network's XLI Position: Q2 2026 in Review

Financial Management Network increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.04% in Q2 2026, buying an estimated $174 and bringing the position to 2,419 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #145.

Financial Management Network first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $483K in Q1 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Financial Management Network held 2,419 shares of State Street Industrial Select Sector SPDR ETF worth $434K as of Q2 2026.
Financial Management Network bought 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Financial Management Network's portfolio in Q2 2026, its #145 holding.
Financial Management Network first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's State Street Industrial Select Sector SPDR ETF position peaked at $483K in Q1 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.