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

GeoWealth 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
Q1 		$2.73M Buy
16,893
+1,197
+8% +$201K 0.1% 127
2025
Q4 		$2.43M Sell
15,696
-1,659
-10% -$255K 0.09% 142
2025
Q3 		$2.68M Buy
17,355
+2,818
+19% +$427K 0.1% 136
2025
Q2 		$2.14M Sell
14,537
-1,305
-8% -$178K 0.08% 149
2025
Q1 		$2.08M Sell
15,842
-1,647
-9% -$223K 0.08% 140
2024
Q4 		$2.3M Buy
17,489
+5,513
+46% +$760K 0.08% 172
2024
Q3 		$1.62M Buy
11,976
+3,797
+46% +$483K 0.06% 212
2024
Q2 		$997K Buy
8,179
+758
+10% +$93.4K 0.04% 274
2024
Q1 		$935K Sell
7,421
-76,682
-91% -$9.02M 0.04% 310
2023
Q4 		$9.59M Buy
84,103
+79,680
+1,801% +$8.36M 0.79% 33
2023
Q3 		$449K Sell
4,423
-137
-3% -$14.7K 0.05% 212
2023
Q2 		$489K Buy
4,560
+881
+24% +$88.7K 0.05% 171
2023
Q1 		$372K Sell
3,679
-124
-3% -$12.5K 0.04% 156
2022
Q4 		$373K Sell
3,803
-2,106
-36% -$201K 0.04% 171
2022
Q3 		$489K Sell
5,909
-411
-7% -$37.8K 0.05% 169
2022
Q2 		$552K Sell
6,320
-257
-4% -$24.2K 0.07% 149
2022
Q1 		$677K Sell
6,577
-32,072
-83% -$3.26M 0.06% 177
2021
Q4 		$4.09M Buy
38,649
+995
+3% +$103K 0.33% 70
2021
Q3 		$3.68M Sell
37,654
-4,094
-10% -$421K 0.3% 78
2021
Q2 		$4.28M Sell
41,748
-26,640
-39% -$2.73M 0.54% 51
2021
Q1 		$6.73M Sell
68,388
-11,776
-15% -$1.08M 1.05% 27
2020
Q4 		$7.12M Buy
80,164
+34,257
+75% +$2.89M 1.14% 22
2020
Q3 		$3.54M Buy
45,907
+24,244
+112% +$1.81M 1.07% 30
2020
Q2 		$1.49M Buy
+21,663
New +$1.4M 0.62% 51

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GeoWealth Management's XLI Position: Q1 2026 in Review

GeoWealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.6% in Q1 2026, buying an estimated $201K and bringing the position to 16,893 shares worth $2.73M. The position accounts for 0.1% of the portfolio, ranked #127.

GeoWealth Management first reported a position in XLI in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.59M in Q4 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • GeoWealth Management held 16,893 shares of State Street Industrial Select Sector SPDR ETF worth $2.73M as of Q1 2026.
  • GeoWealth Management bought 1,197 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $201K.
  • State Street Industrial Select Sector SPDR ETF made up 0.1% of GeoWealth Management's portfolio in Q1 2026, its #127 holding.
  • GeoWealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • GeoWealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.59M in Q4 2023.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.