Fourth Dimension Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fourth Dimension 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	$3.49M	Buy	18,860 +1,581	+9%	+$275K	1.1%	26
2026 Q1	$2.79M	Sell	17,279 -851	-5%	-$143K	1.06%	27
2025 Q4	$2.81M	Buy	18,130 +1,650	+10%	+$254K	1.03%	27
2025 Q3	$2.54M	Buy	16,480 +419	+3%	+$63.5K	0.97%	30
2025 Q2	$2.37M	Buy	16,061 +784	+5%	+$107K	1%	29
2025 Q1	$2M	Buy	15,277 +350	+2%	+$47.3K	0.97%	28
2024 Q4	$1.97M	Buy	+14,927	New	+$2.06M	1.03%	26

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

Fourth Dimension Wealth's XLI Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.1% in Q2 2026, buying an estimated $275K and bringing the position to 18,860 shares worth $3.49M. The position accounts for 1.1% of the portfolio, ranked #26.

Fourth Dimension Wealth first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fourth Dimension Wealth held 18,860 shares of State Street Industrial Select Sector SPDR ETF worth $3.49M as of Q2 2026.
Fourth Dimension Wealth bought 1,581 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $275K.
State Street Industrial Select Sector SPDR ETF made up 1.1% of Fourth Dimension Wealth's portfolio in Q2 2026, its #26 holding.
Fourth Dimension Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.