Kiley Juergens Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kiley Juergens 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	$594K	Sell	3,208 -12	-0.4%	-$2.08K	0.09%	129
2026 Q1	$521K	Buy	+3,220	New	+$540K	0.09%	132
2018 Q4	–	Sell	-100	Closed	-$7K	–	671
2018 Q3	$7K	Buy	+100	New	+$7.62K	0.01%	508

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

Kiley Juergens Wealth Management's XLI Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.37% in Q2 2026, selling an estimated $2.08K and leaving 3,208 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #129.

Kiley Juergens Wealth Management first reported a position in XLI in Q3 2018 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Kiley Juergens Wealth Management held 3,208 shares of State Street Industrial Select Sector SPDR ETF worth $594K as of Q2 2026.
Kiley Juergens Wealth Management sold 12 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.08K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #129 holding.
Kiley Juergens Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and has held it in 3 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.