GWN Securities’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

GWN Securities’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	$740K	Buy	3,996 +279	+8%	+$48.5K	0.12%	221
2026 Q1	$601K	Sell	3,717 -276	-7%	-$46.3K	0.12%	221
2025 Q4	$619K	Buy	3,993 +611	+18%	+$94K	0.13%	189
2025 Q3	$522K	Sell	3,382 -1,386	-29%	-$210K	0.12%	193
2025 Q2	$707K	Sell	4,768 -10,324	-68%	-$1.41M	0.13%	163
2025 Q1	$2.1M	Buy	15,092 +13,203	+699%	+$1.78M	0.12%	192
2024 Q4	$265K	Buy	+1,889	New	+$260K	0.07%	268

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

GWN Securities's XLI Position: Q2 2026 in Review

GWN Securities increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.5% in Q2 2026, buying an estimated $48.5K and bringing the position to 3,996 shares worth $740K. The position accounts for 0.12% of the portfolio, ranked #221.

GWN Securities first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

GWN Securities held 3,996 shares of State Street Industrial Select Sector SPDR ETF worth $740K as of Q2 2026.
GWN Securities bought 279 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $48.5K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of GWN Securities's portfolio in Q2 2026, its #221 holding.
GWN Securities first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's State Street Industrial Select Sector SPDR ETF position peaked at $2.1M in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.