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 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 $1.37T 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

Fourth Dimension Wealth's XLI Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.7% in Q1 2026, selling an estimated $143K and leaving 17,279 shares worth $2.79M. The position accounts for 1.06% of the portfolio, ranked #27.

Fourth Dimension Wealth first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.81M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Fourth Dimension Wealth held 17,279 shares of State Street Industrial Select Sector SPDR ETF worth $2.79M as of Q1 2026.
Fourth Dimension Wealth sold 851 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $143K.
State Street Industrial Select Sector SPDR ETF made up 1.06% of Fourth Dimension Wealth's portfolio in Q1 2026, its #27 holding.
Fourth Dimension Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $2.81M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.