Forum Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Forum Financial Management’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	$534K	Sell	2,885 -50	-2%	-$8.69K	0.01%	201
2026 Q1	$475K	Buy	+2,935	New	+$493K	0.01%	206
2025 Q1	–	Sell	-1,890	Closed	-$249K	–	943
2024 Q4	$249K	Buy	1,890 +94	+5%	+$13K	﹤0.01%	730
2024 Q3	$243K	Buy	1,796 +8	+0.4%	+$1.02K	﹤0.01%	626
2024 Q2	$218K	Buy	+1,788	New	+$220K	﹤0.01%	635

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

Forum Financial Management's XLI Position: Q2 2026 in Review

Forum Financial Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.7% in Q2 2026, selling an estimated $8.69K and leaving 2,885 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #201.

Forum Financial Management first reported a position in XLI in Q2 2024 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Forum Financial Management held 2,885 shares of State Street Industrial Select Sector SPDR ETF worth $534K as of Q2 2026.
Forum Financial Management sold 50 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.69K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #201 holding.
Forum Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.