Focus Partners Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Focus Partners 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 Q1	$325M	Sell	2,011,346 -66,885	-3%	-$11.2M	0.36%	62
2025 Q4	$322M	Buy	2,078,231 +3,818	+0.2%	+$587K	0.37%	56
2025 Q3	$320M	Buy	2,074,413 +1,847,618	+815%	+$280M	0.52%	44
2025 Q2	$33.5M	Buy	226,795 +138,456	+157%	+$18.9M	0.07%	251
2025 Q1	$11.6M	Sell	88,339 -260	-0.3%	-$35.1K	0.03%	447
2024 Q4	$11.7M	Buy	88,599 +45,317	+105%	+$6.25M	0.03%	427
2024 Q3	$5.86M	Sell	43,282 -13,373	-24%	-$1.7M	0.02%	520
2024 Q2	$6.91M	Buy	56,655 +46,186	+441%	+$5.69M	0.02%	437
2024 Q1	$1.32M	Buy	10,469 +3,311	+46%	+$390K	0.01%	557
2023 Q4	$816K	Buy	+7,158	New	+$751K	0.01%	487

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Focus Partners Wealth's XLI Position: Q1 2026 in Review

Focus Partners Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q1 2026, selling an estimated $11.2M and leaving 2,011,346 shares worth $325M. The position accounts for 0.36% of the portfolio, ranked #62.

Focus Partners Wealth first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Focus Partners Wealth held 2,011,346 shares of State Street Industrial Select Sector SPDR ETF worth $325M as of Q1 2026.
Focus Partners Wealth sold 66,885 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.2M.
State Street Industrial Select Sector SPDR ETF made up 0.36% of Focus Partners Wealth's portfolio in Q1 2026, its #62 holding.
Focus Partners Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.