KMG Fiduciary Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

KMG Fiduciary Partners’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	$476K	Hold	2,568	–	–	0.04%	156
2026 Q1	$415K	Hold	2,568	–	–	0.03%	210
2025 Q4	$398K	Hold	2,568	–	–	0.03%	211
2025 Q3	$396K	Hold	2,568	–	–	0.03%	248
2025 Q2	$379K	Hold	2,568	–	–	0.03%	244
2025 Q1	$337K	Hold	2,568	–	–	0.03%	247
2024 Q4	$338K	Hold	2,568	–	–	0.03%	235
2024 Q3	$348K	Hold	2,568	–	–	0.03%	230
2024 Q2	$313K	Hold	2,568	–	–	0.03%	208
2024 Q1	$323K	Hold	2,568	–	–	0.03%	197
2023 Q4	$293K	Hold	2,568	–	–	0.03%	202
2023 Q3	$260K	Hold	2,568	–	–	0.03%	205
2023 Q2	$276K	Sell	2,568 -48	-2%	-$4.83K	0.04%	207
2023 Q1	$265K	Hold	2,616	–	–	0.04%	207
2022 Q4	$257K	Hold	2,616	–	–	0.04%	209
2022 Q3	$217K	Hold	2,616	–	–	0.04%	182
2022 Q2	$228K	Sell	2,616 -158	-6%	-$14.9K	0.04%	190
2022 Q1	$286K	Hold	2,774	–	–	0.05%	179
2021 Q4	$294K	Hold	2,774	–	–	0.05%	173
2021 Q3	$271K	Hold	2,774	–	–	0.05%	174
2021 Q2	$284K	Buy	+2,774	New	+$284K	0.05%	169
2020 Q1	–	Sell	-2,641	Closed	-$215K	–	153
2019 Q4	$215K	Hold	2,641	–	–	0.07%	122
2019 Q3	$205K	Hold	2,641	–	–	0.07%	110
2019 Q2	$204K	Buy	+2,641	New	+$201K	0.07%	106

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

KMG Fiduciary Partners's XLI Position: Q2 2026 in Review

KMG Fiduciary Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,568 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #156.

KMG Fiduciary Partners first reported a position in XLI in Q2 2019 and has held it in 24 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

KMG Fiduciary Partners held 2,568 shares of State Street Industrial Select Sector SPDR ETF worth $476K as of Q2 2026.
KMG Fiduciary Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #156 holding.
KMG Fiduciary Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 24 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.