KWM
XLI icon

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

Kingsview 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 		$16.9M Buy
104,509
+86,317
+474% +$14.5M 0.23% 78
2025
Q4 		$2.82M Buy
18,192
+2,657
+17% +$409K 0.04% 410
2025
Q3 		$2.4M Sell
15,535
-88,965
-85% -$13.5M 0.04% 426
2025
Q2 		$15.4M Buy
104,500
+18,179
+21% +$2.48M 0.26% 67
2025
Q1 		$11.3M Buy
86,321
+1,369
+2% +$185K 0.21% 94
2024
Q4 		$11.2M Buy
84,952
+68,024
+402% +$9.38M 0.22% 90
2024
Q3 		$2.29M Sell
16,928
-54,956
-76% -$6.99M 0.05% 338
2024
Q2 		$8.76M Buy
71,884
+3,908
+6% +$482K 0.21% 96
2024
Q1 		$8.56M Sell
67,976
-2,737
-4% -$322K 0.21% 107
2023
Q4 		$8.06M Buy
70,713
+1,421
+2% +$149K 0.24% 101
2023
Q3 		$7.02M Buy
69,292
+64,361
+1,305% +$6.89M 0.25% 91
2023
Q2 		$529K Sell
4,931
-250,377
-98% -$25.2M 0.02% 573
2023
Q1 		$25.8M Buy
255,308
+240,170
+1,587% +$24.2M 1.08% 10
2022
Q4 		$1.49M Sell
15,138
-56,441
-79% -$5.37M 0.06% 276
2022
Q3 		$5.93M Sell
71,579
-127,695
-64% -$11.8M 0.28% 88
2022
Q2 		$17.4M Buy
199,274
+130,380
+189% +$12.3M 0.83% 14
2022
Q1 		$7.09M Buy
68,894
+29,919
+77% +$3.04M 0.31% 74
2021
Q4 		$4.12M Buy
38,975
+10,339
+36% +$1.07M 0.17% 132
2021
Q3 		$2.8M Sell
28,636
-3,173
-10% -$326K 0.13% 169
2021
Q2 		$3.28M Sell
31,809
-729
-2% -$74.7K 0.16% 142
2021
Q1 		$3.21M Buy
32,538
+12,138
+60% +$1.11M 0.18% 127
2020
Q4 		$1.81M Buy
+20,400
New +$1.72M 0.13% 174
2019
Q4 		– Sell
-2,580
Closed -$200K – 534
2019
Q3 		$200K Sell
2,580
-1,318
-34% -$101K 0.03% 406
2019
Q2 		$302K Sell
3,898
-2,892
-43% -$220K 0.05% 321
2019
Q1 		$509K Buy
6,790
+852
+14% +$61.7K 0.08% 262
2018
Q4 		$382K Sell
5,938
-291
-5% -$20.6K 0.08% 246
2018
Q3 		$488K Buy
6,229
+151
+2% +$11.5K 0.1% 231
2018
Q2 		$435K Sell
6,078
-344
-5% -$25.5K 0.1% 210
2018
Q1 		$477K Sell
6,422
-2,000
-24% -$154K 0.12% 206
2017
Q4 		$637K Sell
8,422
-42,513
-83% -$3.09M 0.23% 138
2017
Q3 		$3.62M Buy
50,935
+3,297
+7% +$227K 1.59% 6
2017
Q2 		$3.25M Buy
47,638
+6,119
+15% +$408K 1.67% 5
2017
Q1 		$2.7M Buy
+41,519
New +$2.68M 1.6% 8

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kingsview Wealth Management's XLI Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 474% in Q1 2026, buying an estimated $14.5M and bringing the position to 104,509 shares worth $16.9M. The position accounts for 0.23% of the portfolio, ranked #78.

Kingsview Wealth Management first reported a position in XLI in Q1 2017 and has held it in 33 quarters since. The position peaked at $25.8M in Q1 2023. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Kingsview Wealth Management held 104,509 shares of State Street Industrial Select Sector SPDR ETF worth $16.9M as of Q1 2026.
  • Kingsview Wealth Management bought 86,317 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $14.5M.
  • State Street Industrial Select Sector SPDR ETF made up 0.23% of Kingsview Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Kingsview Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 33 quarters since.
  • Kingsview Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $25.8M in Q1 2023.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.