Flagship Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Flagship Private Wealth’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	–	Sell	-3,155	Closed	-$510K	–	121
2026 Q1	$510K	Buy	3,155 +976	+45%	+$164K	0.21%	67
2025 Q4	$338K	Buy	+2,179	New	+$335K	0.13%	86
2025 Q1	–	Sell	-3,810	Closed	-$502K	–	110
2024 Q4	$502K	Buy	+3,810	New	+$525K	0.24%	61
2021 Q3	–	Sell	-837	Closed	-$86.5K	–	310
2021 Q2	$86.5K	Buy	837 +792	+1,760%	+$81.1K	0.07%	103
2021 Q1	$4.5K	Hold	45	–	–	﹤0.01%	254
2020 Q4	$3.84K	Buy	+45	New	+$3.79K	﹤0.01%	273

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Flagship Private Wealth's XLI Position: Q2 2026 in Review

Flagship Private Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 3,155 shares — an estimated $510K sold.

Flagship Private Wealth first reported a position in XLI in Q4 2020 and held it in 6 quarters. The position peaked at $510K in Q1 2026. 928 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Flagship Private Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Flagship Private Wealth sold 3,155 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $510K.
Flagship Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Flagship Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $510K in Q1 2026.
928 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.