LeClair Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

LeClair Wealth 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	$880K	Buy	+4,750	New	+$825K	0.46%	46
2026 Q1	–	Sell	-4,750	Closed	-$737K	–	199
2025 Q4	$737K	Hold	4,750	–	–	0.43%	42
2025 Q3	$733K	Hold	4,750	–	–	0.46%	39
2025 Q2	$701K	Hold	4,750	–	–	0.48%	41
2025 Q1	$623K	Hold	4,750	–	–	0.45%	47
2024 Q4	$626K	Buy	+4,750	New	+$655K	0.42%	48

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

LeClair Wealth Partners's XLI Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 4,750 shares worth $880K. The stake represents 0.46% of the portfolio and ranks #46 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in XLI as recently as Q4 2025.

LeClair Wealth Partners first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

LeClair Wealth Partners held 4,750 shares of State Street Industrial Select Sector SPDR ETF worth $880K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new LeClair Wealth Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.46% of LeClair Wealth Partners's portfolio in Q2 2026, its #46 holding.
LeClair Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.