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

Golden State Wealth 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	$502K	Sell	2,709 -417	-13%	-$72.5K	0.05%	277
2026 Q1	$506K	Sell	3,126 -5,233	-63%	-$878K	0.06%	245
2025 Q4	$1.3M	Buy	8,359 +1,770	+27%	+$272K	0.14%	130
2025 Q3	$1.02M	Sell	6,589 -1,013	-13%	-$153K	0.11%	140
2025 Q2	$1.12M	Buy	7,602 +181	+2%	+$24.7K	0.14%	130
2025 Q1	$973K	Buy	7,421 +1,101	+17%	+$149K	0.14%	127
2024 Q4	$833K	Buy	+6,320	New	+$871K	0.12%	136
2022 Q1	$1.98M	Buy	19,259 +8,978	+87%	+$912K	0.39%	50
2021 Q4	$1.09M	Buy	10,281 +353	+4%	+$36.7K	0.19%	116
2021 Q3	$971K	Buy	9,928 +888	+10%	+$91.2K	0.21%	97
2021 Q2	$926K	Buy	9,040 +4,745	+110%	+$486K	0.2%	101
2021 Q1	$422K	Buy	+4,295	New	+$393K	0.14%	115
2020 Q4	–	Sell	-1,006	Closed	-$77K	–	429
2020 Q3	$77K	Buy	+1,006	New	+$75.2K	0.03%	293
2020 Q2	–	Sell	-1,006	Closed	-$59K	–	939
2020 Q1	$59K	Buy	+1,006	New	+$75.8K	0.03%	335
2019 Q4	–	Sell	-2,505	Closed	-$194K	–	987
2019 Q3	$194K	Hold	2,505	–	–	0.06%	210
2019 Q2	$193K	Sell	2,505 -48	-2%	-$3.65K	0.06%	230
2019 Q1	$192K	Buy	+2,553	New	+$185K	0.06%	234

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 Wealth Management's XLI Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, selling an estimated $72.5K and leaving 2,709 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #277.

Golden State Wealth Management first reported a position in XLI in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.98M in Q1 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Golden State Wealth Management held 2,709 shares of State Street Industrial Select Sector SPDR ETF worth $502K as of Q2 2026.
Golden State Wealth Management sold 417 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $72.5K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Golden State Wealth Management's portfolio in Q2 2026, its #277 holding.
Golden State Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.98M in Q1 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.