Gateway Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gateway Wealth Partners’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	$421K	Sell	2,272 -1,987	-47%	-$345K	0.03%	513
2026 Q1	$689K	Buy	4,259 +2,093	+97%	+$351K	0.03%	464
2025 Q4	$336K	Sell	2,166 -72	-3%	-$11.1K	0.04%	345
2025 Q3	$345K	Buy	2,238 +532	+31%	+$80.6K	0.05%	292
2025 Q2	$252K	Buy	1,706 +118	+7%	+$16.1K	0.05%	307
2025 Q1	$208K	Buy	+1,588	New	+$215K	0.05%	298
2024 Q1	–	Sell	-1,877	Closed	-$214K	–	255
2023 Q4	$214K	Sell	1,877 -5,941	-76%	-$624K	0.09%	209
2023 Q3	$793K	Buy	7,818 +1,719	+28%	+$184K	0.14%	96
2023 Q2	$655K	Buy	6,099 +225	+4%	+$22.7K	0.12%	107
2023 Q1	$594K	Buy	5,874 +433	+8%	+$43.6K	0.09%	110
2022 Q4	$534K	Buy	+5,441	New	+$518K	0.09%	101

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

Gateway Wealth Partners's XLI Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 47% in Q2 2026, selling an estimated $345K and leaving 2,272 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #513.

Gateway Wealth Partners first reported a position in XLI in Q4 2022 and has held it in 11 quarters since. The position peaked at $793K in Q3 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Gateway Wealth Partners held 2,272 shares of State Street Industrial Select Sector SPDR ETF worth $421K as of Q2 2026.
Gateway Wealth Partners sold 1,987 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $345K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #513 holding.
Gateway Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Gateway Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $793K in Q3 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.