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 Q2	$3.74M	Buy	20,189 +3,296	+20%	+$573K	0.12%	104
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 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

GeoWealth Management's XLI Position: Q2 2026 in Review

GeoWealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $573K and bringing the position to 20,189 shares worth $3.74M. The position accounts for 0.12% of the portfolio, ranked #104.

GeoWealth Management first reported a position in XLI in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.59M in Q4 2023. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

GeoWealth Management held 20,189 shares of State Street Industrial Select Sector SPDR ETF worth $3.74M as of Q2 2026.
GeoWealth Management bought 3,296 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $573K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of GeoWealth Management's portfolio in Q2 2026, its #104 holding.
GeoWealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
GeoWealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $9.59M in Q4 2023.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.