Global Wealth Strategies & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-415	Closed	-$67.1K	–	489
2026 Q1	$67.1K	Sell	415 -74	-15%	-$12.4K	0.02%	145
2025 Q4	$75.9K	Buy	489 +482	+6,886%	+$74.2K	0.02%	125
2025 Q3	$1.08K	Hold	7	–	–	﹤0.01%	424
2025 Q2	$1.03K	Hold	7	–	–	﹤0.01%	331
2025 Q1	$917	Buy	+7	New	+$946	﹤0.01%	426

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

Global Wealth Strategies & Associates's XLI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 415 shares — an estimated $67.1K sold.

Global Wealth Strategies & Associates first reported a position in XLI in Q1 2025 and held it in 5 quarters. The position peaked at $75.9K in Q4 2025. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 415 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
Global Wealth Strategies & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
Global Wealth Strategies & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $75.9K in Q4 2025.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.