Golden State Equity Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Golden State Equity 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	–	Sell	-457	Closed	-$74.2K	–	1775
2026 Q1	$74.2K	Sell	457 -4,651	-91%	-$781K	0.01%	798
2025 Q4	$792K	Buy	+5,108	New	+$786K	0.13%	180
2024 Q4	–	Sell	-51	Closed	-$6.91K	–	896
2024 Q3	$6.91K	Buy	+51	New	+$6.48K	﹤0.01%	611

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

Golden State Equity Partners's XLI Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 457 shares — an estimated $74.2K sold.

Golden State Equity Partners first reported a position in XLI in Q3 2024 and held it in 3 quarters. The position peaked at $792K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Golden State Equity Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 457 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $74.2K.
Golden State Equity Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Golden State Equity Partners's State Street Industrial Select Sector SPDR ETF position peaked at $792K in Q4 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.