Fulcrum Equity Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fulcrum Equity 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	$1.94M	Buy	10,482 +1,746	+20%	+$303K	1.42%	14
2026 Q1	$1.41M	Buy	8,736 +2,049	+31%	+$344K	1.37%	16
2025 Q4	$1.04M	Sell	6,687 -3,227	-33%	-$497K	0.99%	26
2025 Q3	$1.53M	Buy	9,914 +3,330	+51%	+$504K	1.55%	14
2025 Q2	$971K	Sell	6,584 -1,638	-20%	-$223K	1%	21
2025 Q1	$1.08M	Sell	8,222 -3,963	-33%	-$536K	1.18%	22
2024 Q4	$1.61M	Buy	12,185 +3,880	+47%	+$535K	1.59%	11
2024 Q3	$1.12M	Buy	8,305 +2,449	+42%	+$311K	0.95%	34
2024 Q2	$714K	Buy	5,856 +657	+13%	+$81K	0.64%	49
2024 Q1	$655K	Buy	5,199 +1,931	+59%	+$227K	0.77%	42
2023 Q4	$373K	Sell	3,268 -5,367	-62%	-$563K	0.46%	56
2023 Q3	$875K	Buy	8,635 +3,020	+54%	+$323K	1.03%	22
2023 Q2	$603K	Sell	5,615 -1,785	-24%	-$180K	0.7%	36
2023 Q1	$749K	Sell	7,400 -630	-8%	-$63.4K	0.7%	41
2022 Q4	$789K	Sell	8,030 -690	-8%	-$65.7K	0.65%	39
2022 Q3	$722K	Sell	8,720 -166	-2%	-$15.3K	0.61%	39
2022 Q2	$776K	Sell	8,886 -4,703	-35%	-$443K	0.63%	37
2022 Q1	$1.4M	Sell	13,589 -66	-0.5%	-$6.7K	0.83%	35
2021 Q4	$1.45M	Sell	13,655 -3,047	-18%	-$317K	0.54%	51
2021 Q3	$1.63M	Buy	16,702 +2,323	+16%	+$239K	0.63%	45
2021 Q2	$1.47M	Sell	14,379 -130	-0.9%	-$13.3K	0.55%	55
2021 Q1	$1.43M	Buy	14,509 +11,355	+360%	+$1.04M	0.56%	60
2020 Q4	$279K	Sell	3,154 -29	-0.9%	-$2.44K	0.11%	136
2020 Q3	$245K	Buy	+3,183	New	+$238K	0.11%	129
2020 Q1	–	Sell	-2,740	Closed	-$223K	–	93
2019 Q4	$223K	Buy	2,740 +1,418	+107%	+$113K	0.12%	87
2019 Q3	$103K	Buy	+1,322	New	+$101K	0.05%	92

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

Fulcrum Equity Management's XLI Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $303K and bringing the position to 10,482 shares worth $1.94M. The position accounts for 1.42% of the portfolio, ranked #14.

Fulcrum Equity Management first reported a position in XLI in Q3 2019 and has held it in 26 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fulcrum Equity Management held 10,482 shares of State Street Industrial Select Sector SPDR ETF worth $1.94M as of Q2 2026.
Fulcrum Equity Management bought 1,746 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $303K.
State Street Industrial Select Sector SPDR ETF made up 1.42% of Fulcrum Equity Management's portfolio in Q2 2026, its #14 holding.
Fulcrum Equity Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.