KPWS
XLI icon

Kestra Private Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kestra Private Wealth Services’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 		$2.93M Sell
15,838
-737
-4% -$128K 0.03% 479
2026
Q1 		$2.68M Buy
16,575
+1,003
+6% +$168K 0.03% 475
2025
Q4 		$2.42M Buy
15,572
+18
+0.1% +$2.77K 0.03% 486
2025
Q3 		$2.4M Buy
15,554
+2,042
+15% +$309K 0.03% 475
2025
Q2 		$1.99M Sell
13,512
-1,301
-9% -$177K 0.03% 500
2025
Q1 		$1.94M Buy
14,813
+2,668
+22% +$361K 0.03% 465
2024
Q4 		$1.6M Buy
12,145
+1,352
+13% +$186K 0.03% 498
2024
Q3 		$1.46M Buy
10,793
+619
+6% +$78.7K 0.03% 505
2024
Q2 		$1.24M Buy
10,174
+189
+2% +$23.3K 0.02% 510
2024
Q1 		$1.26M Buy
9,985
+3,465
+53% +$408K 0.03% 496
2023
Q4 		$743K Sell
6,520
-2,815
-30% -$295K 0.02% 605
2023
Q3 		$946K Buy
9,335
+279
+3% +$29.9K 0.03% 482
2023
Q2 		$972K Buy
9,056
+73
+0.8% +$7.35K 0.03% 453
2023
Q1 		$909K Buy
8,983
+15
+0.2% +$1.51K 0.04% 434
2022
Q4 		$881K Buy
8,968
+5,428
+153% +$517K 0.04% 395
2022
Q3 		$293K Sell
3,540
-87
-2% -$8.01K 0.02% 668
2022
Q2 		$317K Sell
3,627
-2,198
-38% -$207K 0.02% 640
2022
Q1 		$600K Buy
5,825
+309
+6% +$31.4K 0.03% 515
2021
Q4 		$584K Buy
5,516
+1,807
+49% +$188K 0.03% 543
2021
Q3 		$363K Buy
3,709
+255
+7% +$26.2K 0.02% 637
2021
Q2 		$354K Buy
3,454
+193
+6% +$19.8K 0.02% 615
2021
Q1 		$321K Buy
3,261
+513
+19% +$47K 0.02% 582
2020
Q4 		$242K Sell
2,748
-1,377
-33% -$116K 0.02% 616
2020
Q3 		$318K Buy
+4,125
New +$309K 0.03% 473

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kestra Private Wealth Services's XLI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q2 2026, selling an estimated $128K and leaving 15,838 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #479.

Kestra Private Wealth Services first reported a position in XLI in Q3 2020 and has held it in 24 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Kestra Private Wealth Services held 15,838 shares of State Street Industrial Select Sector SPDR ETF worth $2.93M as of Q2 2026.
  • Kestra Private Wealth Services sold 737 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $128K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #479 holding.
  • Kestra Private Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.