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

Institute for 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 Q1	$6.81M	Buy	42,082 +812	+2%	+$136K	0.73%	17
2025 Q4	$6.4M	Sell	41,270 -1,041	-2%	-$160K	0.68%	20
2025 Q3	$6.53M	Sell	42,311 -145	-0.3%	-$22K	0.68%	21
2025 Q2	$6.26M	Sell	42,456 -660	-2%	-$90K	0.7%	21
2025 Q1	$5.65M	Buy	43,116 +901	+2%	+$122K	0.73%	18
2024 Q4	$5.56M	Buy	42,215 +736	+2%	+$101K	0.7%	20
2024 Q3	$5.62M	Buy	41,479 +122	+0.3%	+$15.5K	0.71%	21
2024 Q2	$5.04M	Buy	41,357 +406	+1%	+$50K	0.68%	22
2024 Q1	$5.16M	Buy	40,951 +617	+2%	+$72.6K	0.66%	22
2023 Q4	$4.6M	Buy	40,334 +32	+0.1%	+$3.36K	0.75%	18
2023 Q3	$4.09M	Sell	40,302 -196	-0.5%	-$21K	0.74%	18
2023 Q2	$4.35M	Sell	40,498 -118	-0.3%	-$11.9K	0.73%	20
2023 Q1	$4.11M	Sell	40,616 -1,953	-5%	-$196K	0.78%	17
2022 Q4	$4.18M	Buy	42,569 +4,359	+11%	+$415K	0.88%	11
2022 Q3	$3.17M	Buy	38,210 +18	+0%	+$1.66K	0.71%	25
2022 Q2	$3.34M	Buy	38,192 +538	+1%	+$50.7K	0.66%	26
2022 Q1	$3.88M	Buy	37,654 +2,122	+6%	+$216K	0.63%	28
2021 Q4	$3.76M	Sell	35,532 -1,181	-3%	-$123K	0.61%	28
2021 Q3	$3.59M	Buy	36,713 +1,356	+4%	+$139K	0.63%	27
2021 Q2	$3.62M	Buy	35,357 +709	+2%	+$72.6K	0.64%	27
2021 Q1	$3.41M	Buy	34,648 +77	+0.2%	+$7.05K	0.65%	29
2020 Q4	$3.06M	Buy	34,571 +1,921	+6%	+$162K	0.61%	32
2020 Q3	$2.51M	Buy	32,650 +333	+1%	+$24.9K	0.57%	34
2020 Q2	$2.22M	Buy	32,317 +970	+3%	+$62.9K	0.54%	36
2020 Q1	$1.85M	Sell	31,347 -2,731	-8%	-$206K	0.57%	37
2019 Q4	$2.78M	Buy	34,078 +4,676	+16%	+$373K	0.63%	28
2019 Q3	$2.28M	Sell	29,402 -4,940	-14%	-$379K	0.58%	35
2019 Q2	$2.66M	Buy	34,342 +1,054	+3%	+$80.1K	0.59%	32
2019 Q1	$2.5M	Buy	33,288 +2,531	+8%	+$183K	0.54%	42
2018 Q4	$1.98M	Sell	30,757 -1,932	-6%	-$137K	0.81%	32
2018 Q3	$2.57M	Sell	32,689 -1,803	-5%	-$137K	0.87%	25
2018 Q2	$2.48M	Buy	34,492 +213	+0.6%	+$15.8K	0.79%	27
2018 Q1	$2.48M	Sell	34,279 -7,706	-18%	-$594K	0.73%	25
2017 Q4	$3.21M	Buy	41,985 +7,573	+22%	+$551K	0.74%	21
2017 Q3	$2.45M	Sell	34,412 -595	-2%	-$40.9K	0.8%	28
2017 Q2	$2.37M	Buy	+35,007	New	+$2.34M	0.65%	27
2015 Q3	–	Sell	-19,405	Closed	-$1.05M	–	32
2015 Q2	$1.05M	Sell	19,405 -10,873	-36%	-$610K	1.35%	27
2015 Q1	$1.69M	Sell	30,278 -282	-0.9%	-$15.9K	1.86%	20
2014 Q4	$1.73M	Buy	30,560 +6,631	+28%	+$364K	1.82%	20
2014 Q3	$1.27M	Sell	23,929 -1,463	-6%	-$78.5K	1.21%	25
2014 Q2	$1.37M	Buy	25,392 +302	+1%	+$16.1K	1.19%	26
2014 Q1	$1.31M	Sell	25,090 -487	-2%	-$25K	1.12%	26
2013 Q4	$1.34M	Buy	25,577 +25,413	+15,496%	+$1.25M	0.96%	28
2013 Q3	$8K	Buy	+164	New	+$7.42K	0.01%	52

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Institute for Wealth Management's XLI Position: Q1 2026 in Review

Institute for Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q1 2026, buying an estimated $136K and bringing the position to 42,082 shares worth $6.81M. The position accounts for 0.73% of the portfolio, ranked #17.

Institute for Wealth Management first reported a position in XLI in Q3 2013 and has held it in 44 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Institute for Wealth Management held 42,082 shares of State Street Industrial Select Sector SPDR ETF worth $6.81M as of Q1 2026.
Institute for Wealth Management bought 812 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $136K.
State Street Industrial Select Sector SPDR ETF made up 0.73% of Institute for Wealth Management's portfolio in Q1 2026, its #17 holding.
Institute for Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 44 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.