Harbor Asset Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Harbor Asset Planning’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	$2.18M	Sell	11,782 -522	-4%	-$90.7K	1.64%	16
2026 Q1	$1.99M	Buy	12,304 +250	+2%	+$42K	1.67%	16
2025 Q4	$1.87M	Buy	12,054 +120	+1%	+$18.5K	1.6%	17
2025 Q3	$1.84M	Buy	11,934 +48	+0.4%	+$7.27K	1.65%	17
2025 Q2	$1.75M	Buy	+11,886	New	+$1.62M	1.67%	18

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

Harbor Asset Planning's XLI Position: Q2 2026 in Review

Harbor Asset Planning reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.2% in Q2 2026, selling an estimated $90.7K and leaving 11,782 shares worth $2.18M. The position accounts for 1.64% of the portfolio, ranked #16.

Harbor Asset Planning first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Harbor Asset Planning held 11,782 shares of State Street Industrial Select Sector SPDR ETF worth $2.18M as of Q2 2026.
Harbor Asset Planning sold 522 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $90.7K.
State Street Industrial Select Sector SPDR ETF made up 1.64% of Harbor Asset Planning's portfolio in Q2 2026, its #16 holding.
Harbor Asset Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.