Larson Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Larson Financial Group’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	$3.53M	Sell	19,041 -14,465	-43%	-$2.51M	0.09%	178
2026 Q1	$5.42M	Buy	33,506 +24,530	+273%	+$4.12M	0.17%	107
2025 Q4	$1.39M	Sell	8,976 -2,004	-18%	-$308K	0.05%	275
2025 Q3	$1.69M	Sell	10,980 -1,877	-15%	-$284K	0.06%	243
2025 Q2	$1.9M	Sell	12,857 -10,028	-44%	-$1.37M	0.08%	221
2025 Q1	$3M	Buy	22,885 +17,612	+334%	+$2.38M	0.14%	139
2024 Q4	$695K	Buy	5,273 +364	+7%	+$50.2K	0.04%	294
2024 Q3	$665K	Sell	4,909 -662	-12%	-$84.1K	0.04%	284
2024 Q2	$679K	Buy	5,571 +3,132	+128%	+$386K	0.05%	229
2024 Q1	$307K	Buy	2,439 +52	+2%	+$6.12K	0.02%	309
2023 Q4	$272K	Sell	2,387 -436	-15%	-$45.8K	0.02%	288
2023 Q3	$286K	Buy	2,823 +196	+7%	+$21K	0.03%	260
2023 Q2	$282K	Buy	2,627 +78	+3%	+$7.85K	0.03%	262
2023 Q1	$258K	Buy	2,549 +112	+5%	+$11.3K	0.03%	282
2022 Q4	$239K	Sell	2,437 -54	-2%	-$5.14K	0.03%	275
2022 Q3	$206K	Buy	2,491 +1,608	+182%	+$148K	0.03%	268
2022 Q2	$77K	Buy	883 +32	+4%	+$3.02K	0.01%	289
2022 Q1	$88K	Hold	851	–	–	0.01%	289
2021 Q4	$90K	Hold	851	–	–	0.01%	290
2021 Q3	$83K	Hold	851	–	–	0.02%	228
2021 Q2	$87K	Hold	851	–	–	0.02%	203
2021 Q1	$84K	Buy	851 +840	+7,636%	+$76.9K	0.02%	186
2020 Q4	$1K	Sell	11 -6	-35%	-$506	﹤0.01%	736
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	701
2020 Q2	$1K	Buy	17 +6	+55%	+$389	﹤0.01%	662
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	519
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	557
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	525
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	476
2019 Q1	$1K	Hold	11	–	–	﹤0.01%	470
2018 Q4	$1K	Buy	+11	New	+$780	﹤0.01%	451

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

Larson Financial Group's XLI Position: Q2 2026 in Review

Larson Financial Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q2 2026, selling an estimated $2.51M and leaving 19,041 shares worth $3.53M. The position accounts for 0.09% of the portfolio, ranked #178.

Larson Financial Group first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.42M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Larson Financial Group held 19,041 shares of State Street Industrial Select Sector SPDR ETF worth $3.53M as of Q2 2026.
Larson Financial Group sold 14,465 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.51M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Larson Financial Group's portfolio in Q2 2026, its #178 holding.
Larson Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Larson Financial Group's State Street Industrial Select Sector SPDR ETF position peaked at $5.42M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.