Intrepid Financial Planning Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Intrepid Financial Planning Group’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	$4.56M	Sell	24,615 -320	-1%	-$55.6K	1.55%	18
2026 Q1	$4.03M	Sell	24,935 -438	-2%	-$73.5K	1.63%	15
2025 Q4	$3.94M	Sell	25,373 -739	-3%	-$114K	1.5%	17
2025 Q3	$4.03M	Sell	26,112 -224	-0.9%	-$33.9K	1.54%	18
2025 Q2	$3.89M	Buy	26,336 +152	+0.6%	+$20.7K	1.63%	16
2025 Q1	$3.43M	Sell	26,184 -1,015	-4%	-$137K	1.59%	16
2024 Q4	$3.58M	Sell	27,199 -1,537	-5%	-$212K	1.51%	18
2024 Q3	$3.89M	Sell	28,736 -903	-3%	-$115K	1.67%	14
2024 Q2	$3.61M	Sell	29,639 -345	-1%	-$42.5K	1.55%	14
2024 Q1	$3.78M	Sell	29,984 -45	-0.1%	-$5.3K	1.63%	14
2023 Q4	$3.42M	Sell	30,029 -470	-2%	-$49.3K	1.64%	14
2023 Q3	$3.09M	Sell	30,499 -2,994	-9%	-$320K	1.6%	15
2023 Q2	$3.59M	Sell	33,493 -1,975	-6%	-$199K	1.73%	13
2023 Q1	$3.59M	Sell	35,468 -385	-1%	-$38.7K	1.81%	14
2022 Q4	$3.52M	Sell	35,853 -1,100	-3%	-$105K	1.91%	14
2022 Q3	$3.06M	Sell	36,953 -219	-0.6%	-$20.2K	1.74%	14
2022 Q2	$3.25M	Buy	+37,172	New	+$3.5M	1.78%	14

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

Intrepid Financial Planning Group's XLI Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q2 2026, selling an estimated $55.6K and leaving 24,615 shares worth $4.56M. The position accounts for 1.55% of the portfolio, ranked #18.

Intrepid Financial Planning Group first reported a position in XLI in Q2 2022 and has held it in 17 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Intrepid Financial Planning Group held 24,615 shares of State Street Industrial Select Sector SPDR ETF worth $4.56M as of Q2 2026.
Intrepid Financial Planning Group sold 320 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $55.6K.
State Street Industrial Select Sector SPDR ETF made up 1.55% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #18 holding.
Intrepid Financial Planning Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.