Impact Partnership Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Impact Partnership Wealth’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	$246K	Buy	+1,328	New	+$231K	0.02%	376
2024 Q2	–	Sell	-145	Closed	-$18.3K	–	705
2024 Q1	$18.3K	Hold	145	–	–	0.01%	396
2023 Q4	$16.5K	Sell	145 -79	-35%	-$8.29K	0.01%	433
2023 Q3	$22.7K	Sell	224 -236	-51%	-$25.3K	0.01%	478
2023 Q2	$49.4K	Buy	+460	New	+$46.3K	0.02%	255

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

Impact Partnership Wealth's XLI Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,328 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #376 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in XLI as recently as Q1 2024.

Impact Partnership Wealth first reported a position in XLI in Q2 2023 and has held it in 5 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Impact Partnership Wealth held 1,328 shares of State Street Industrial Select Sector SPDR ETF worth $246K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Impact Partnership Wealth position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #376 holding.
Impact Partnership Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.