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Forum Finance Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Forum Finance Group’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
-365
Closed -$48K – 362
2026
Q1 		$48K Buy
+365
New +$61.3K 0.03% 201

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Forum Finance Group's XLI Position: Q2 2026 in Review

Forum Finance Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 365 shares — an estimated $48K sold.

Forum Finance Group first reported a position in XLI in Q1 2026 and held it in 1 quarter. The position peaked at $48K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Forum Finance Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Forum Finance Group sold 365 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $48K.
  • Forum Finance Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Forum Finance Group's State Street Industrial Select Sector SPDR ETF position peaked at $48K in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.