First Heartland Consultants’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

First Heartland Consultants’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	$251K	Buy	1,353 +41	+3%	+$7.13K	0.02%	524
2026 Q1	$212K	Sell	1,312 -19	-1%	-$3.19K	0.02%	498
2025 Q4	$206K	Sell	1,331 -9	-0.7%	-$1.39K	0.02%	511
2025 Q3	$207K	Sell	1,340 -85	-6%	-$12.9K	0.02%	499
2025 Q2	$210K	Buy	+1,425	New	+$194K	0.02%	474
2023 Q1	–	Sell	-22,681	Closed	-$2.23M	–	402
2022 Q4	$2.23M	Buy	+22,681	New	+$2.16M	0.36%	72
2021 Q3	–	Sell	-2,421	Closed	-$248K	–	420
2021 Q2	$248K	Buy	2,421 +50	+2%	+$5.12K	0.04%	329
2021 Q1	$233K	Sell	2,371 -457	-16%	-$41.8K	0.04%	342
2020 Q4	$250K	Buy	+2,828	New	+$238K	0.04%	283
2020 Q3	–	Sell	-2,911	Closed	-$200K	–	318
2020 Q2	$200K	Buy	+2,911	New	+$189K	0.04%	269
2018 Q3	–	Sell	-2,880	Closed	-$206K	–	259
2018 Q2	$206K	Buy	+2,880	New	+$214K	0.07%	226
2013 Q3	–	Sell	-252	Closed	-$11K	–	384
2013 Q2	$11K	Buy	+252	New	+$10.7K	0.01%	349

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

First Heartland Consultants's XLI Position: Q2 2026 in Review

First Heartland Consultants increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.1% in Q2 2026, buying an estimated $7.13K and bringing the position to 1,353 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #524.

First Heartland Consultants first reported a position in XLI in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.23M in Q4 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

First Heartland Consultants held 1,353 shares of State Street Industrial Select Sector SPDR ETF worth $251K as of Q2 2026.
First Heartland Consultants bought 41 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.13K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #524 holding.
First Heartland Consultants first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 12 quarters since.
First Heartland Consultants's State Street Industrial Select Sector SPDR ETF position peaked at $2.23M in Q4 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.