Lakeridge Wealth Management
XLI icon

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

Lakeridge 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
Q3 		– Sell
-1,110
Closed -$206K – 191
2026
Q2 		$206K Buy
+1,110
New +$193K 0.08% 179

Other funds holding XLI

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Lakeridge Wealth Management's XLI Position: Q3 2026 in Review

Lakeridge Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,110 shares — an estimated $206K sold.

Lakeridge Wealth Management first reported a position in XLI in Q2 2026 and held it in 1 quarter. The position peaked at $206K in Q2 2026. 1,356 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Lakeridge Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Lakeridge Wealth Management sold 1,110 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $206K.
  • Lakeridge Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2026 and held it in 1 quarter.
  • Lakeridge Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $206K in Q2 2026.
  • 1,356 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Lakeridge Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.