Game Plan Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Game Plan Financial Advisors’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	$2.07M	Sell	12,804 -3,715	-22%	-$624K	0.93%	35
2025 Q4	$2.56M	Buy	16,519 +5,337	+48%	+$821K	1.03%	31
2025 Q3	$1.72M	Buy	11,182 +4,365	+64%	+$661K	0.71%	42
2025 Q2	$1.01M	Sell	6,817 -10	-0.1%	-$1.36K	0.44%	55
2025 Q1	$895K	Sell	6,827 -125	-2%	-$16.9K	0.43%	55
2024 Q4	$916K	Buy	6,952 +710	+11%	+$97.9K	0.43%	55
2024 Q3	$845K	Sell	6,242 -217	-3%	-$27.6K	0.41%	57
2024 Q2	$787K	Buy	6,459 +3,430	+113%	+$423K	0.39%	60
2024 Q1	$382K	Hold	3,029	–	–	0.19%	71
2023 Q4	$345K	Buy	+3,029	New	+$318K	0.2%	80
2022 Q4	$306K	Buy	3,112 +120	+4%	+$11.4K	0.25%	64
2022 Q3	$248K	Hold	2,992	–	–	0.21%	63
2022 Q2	$259K	Sell	2,992 -190	-6%	-$17.9K	0.21%	67
2022 Q1	$328K	Buy	3,182 +5	+0.2%	+$508	0.2%	68
2021 Q4	$336K	Buy	3,177 +72	+2%	+$7.48K	0.18%	77
2021 Q3	$304K	Buy	3,105 +17	+0.6%	+$1.75K	0.18%	79
2021 Q2	$316K	Sell	3,088 -4,175	-57%	-$428K	0.19%	77
2021 Q1	$717K	Buy	7,263 +1,368	+23%	+$125K	0.46%	56
2020 Q4	$522K	Buy	+5,895	New	+$497K	0.37%	58
2020 Q2	–	Sell	-4,655	Closed	-$275K	–	95
2020 Q1	$275K	Hold	4,655	–	–	0.32%	59
2019 Q4	$379K	Buy	+4,655	New	+$372K	0.35%	60

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

Game Plan Financial Advisors's XLI Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q1 2026, selling an estimated $624K and leaving 12,804 shares worth $2.07M. The position accounts for 0.93% of the portfolio, ranked #35.

Game Plan Financial Advisors first reported a position in XLI in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.56M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Game Plan Financial Advisors held 12,804 shares of State Street Industrial Select Sector SPDR ETF worth $2.07M as of Q1 2026.
Game Plan Financial Advisors sold 3,715 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $624K.
State Street Industrial Select Sector SPDR ETF made up 0.93% of Game Plan Financial Advisors's portfolio in Q1 2026, its #35 holding.
Game Plan Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Game Plan Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.56M 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 Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.