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Keudell/Morrison Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Keudell/Morrison 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
Q2 		$248K Buy
1,340
+95
+8% +$16.5K 0.05% 226
2026
Q1 		$201K Buy
+1,245
New +$209K 0.04% 237

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

Keudell/Morrison Wealth Management's XLI Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.6% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,340 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #226.

Keudell/Morrison Wealth Management first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,340 shares of State Street Industrial Select Sector SPDR ETF worth $248K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 95 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Keudell/Morrison Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.