Financial & Tax Architects’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial & Tax Architects’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	$1.41M	Buy	7,608 +88	+1%	+$15.3K	0.3%	62
2026 Q1	$1.22M	Sell	7,520 -81	-1%	-$13.6K	0.27%	68
2025 Q4	$1.18M	Buy	7,601 +388	+5%	+$59.7K	0.27%	69
2025 Q3	$1.11M	Buy	7,213 +1,068	+17%	+$162K	0.25%	69
2025 Q2	$907K	Sell	6,145 -173	-3%	-$23.6K	0.22%	61
2025 Q1	$828K	Buy	6,318 +938	+17%	+$127K	0.21%	65
2024 Q4	$709K	Buy	5,380 +407	+8%	+$56.1K	0.18%	64
2024 Q3	$674K	Sell	4,973 -380	-7%	-$48.3K	0.17%	59
2024 Q2	$652K	Sell	5,353 -207	-4%	-$25.5K	0.17%	62
2024 Q1	$700K	Sell	5,560 -513	-8%	-$60.4K	0.19%	61
2023 Q4	$692K	Sell	6,073 -1,455	-19%	-$153K	0.2%	61
2023 Q3	$763K	Sell	7,528 -459	-6%	-$49.1K	0.24%	57
2023 Q2	$857K	Sell	7,987 -1,433	-15%	-$144K	0.26%	50
2023 Q1	$953K	Sell	9,420 -3,542	-27%	-$356K	0.31%	48
2022 Q4	$1.28M	Buy	+12,962	New	+$1.23M	0.44%	45
2022 Q1	–	Sell	-11,514	Closed	-$1.22M	–	106
2021 Q4	$1.22M	Buy	11,514 +2,197	+24%	+$228K	0.5%	58
2021 Q3	$912K	Buy	9,317 +2,415	+35%	+$248K	0.42%	60
2021 Q2	$707K	Buy	6,902 +1,192	+21%	+$122K	0.35%	67
2021 Q1	$562K	Buy	+5,710	New	+$523K	0.32%	57

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 & Tax Architects's XLI Position: Q2 2026 in Review

Financial & Tax Architects increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 7,608 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #62.

Financial & Tax Architects first reported a position in XLI in Q1 2021 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Financial & Tax Architects held 7,608 shares of State Street Industrial Select Sector SPDR ETF worth $1.41M as of Q2 2026.
Financial & Tax Architects bought 88 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $15.3K.
State Street Industrial Select Sector SPDR ETF made up 0.3% of Financial & Tax Architects's portfolio in Q2 2026, its #62 holding.
Financial & Tax Architects first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.