Founders Financial Securities’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Founders Financial Securities’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	$18M	Buy	97,416 +30,332	+45%	+$5.27M	0.92%	19
2026 Q1	$11.6M	Buy	67,084 +113	+0.2%	+$19K	0.65%	32
2025 Q4	$10.4M	Buy	66,971 +6,650	+11%	+$1.02M	0.61%	36
2025 Q3	$9.3M	Buy	60,321 +33,080	+121%	+$5.01M	0.63%	36
2025 Q2	$4.02M	Sell	27,241 -15,113	-36%	-$2.06M	0.31%	72
2025 Q1	$5.48M	Buy	42,354 +12,667	+43%	+$1.71M	0.46%	45
2024 Q4	$3.91M	Sell	29,687 -3,556	-11%	-$490K	0.35%	64
2024 Q3	$4.5M	Buy	33,243 +4,231	+15%	+$538K	0.42%	55
2024 Q2	$3.54M	Buy	29,012 +471	+2%	+$58K	0.33%	68
2024 Q1	$3.6M	Buy	28,541 +3,721	+15%	+$438K	0.38%	61
2023 Q4	$2.83M	Sell	24,820 -29,386	-54%	-$3.08M	0.31%	67
2023 Q3	$5.5M	Buy	54,206 +31,897	+143%	+$3.41M	0.71%	36
2023 Q2	$2.39M	Buy	22,309 +6,491	+41%	+$654K	0.32%	70
2023 Q1	$1.6M	Buy	15,818 +2,981	+23%	+$300K	0.23%	85
2022 Q4	$1.26M	Buy	12,837 +449	+4%	+$42.8K	0.2%	112
2022 Q3	$1.03M	Sell	12,388 -2,120	-15%	-$195K	0.18%	113
2022 Q2	$1.27M	Sell	14,508 -15,011	-51%	-$1.42M	0.25%	84
2022 Q1	$3.04M	Buy	29,519 +4,968	+20%	+$505K	0.54%	42
2021 Q4	$2.6M	Buy	24,551 +1,715	+8%	+$178K	0.47%	55
2021 Q3	$2.23M	Buy	22,836 +6,134	+37%	+$630K	0.45%	49
2021 Q2	$1.71M	Buy	+16,702	New	+$1.71M	0.34%	65
2015 Q4	–	Sell	-138,048	Closed	-$6.89M	–	76
2015 Q3	$6.89M	Buy	+138,048	New	+$7.27M	3.41%	9

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

Founders Financial Securities's XLI Position: Q2 2026 in Review

Founders Financial Securities increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 45% in Q2 2026, buying an estimated $5.27M and bringing the position to 97,416 shares worth $18M. The position accounts for 0.92% of the portfolio, ranked #19.

Founders Financial Securities first reported a position in XLI in Q3 2015 and has held it in 22 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Founders Financial Securities held 97,416 shares of State Street Industrial Select Sector SPDR ETF worth $18M as of Q2 2026.
Founders Financial Securities bought 30,332 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.27M.
State Street Industrial Select Sector SPDR ETF made up 0.92% of Founders Financial Securities's portfolio in Q2 2026, its #19 holding.
Founders Financial Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 22 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.