Legacy Capital Group California’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Capital Group California’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	$1.27M	Buy	6,860 +2,094	+44%	+$364K	0.38%	69
2026 Q1	$771K	Sell	4,766 -1,013	-18%	-$170K	0.29%	106
2025 Q4	$896K	Buy	5,779 +294	+5%	+$45.2K	0.22%	120
2025 Q3	$846K	Buy	5,485 +910	+20%	+$138K	0.22%	124
2025 Q2	$675K	Buy	4,575 +769	+20%	+$105K	0.19%	137
2025 Q1	$499K	Buy	3,806 +760	+25%	+$103K	0.17%	169
2024 Q4	$401K	Buy	3,046 +657	+28%	+$90.6K	0.12%	207
2024 Q3	$324K	Buy	+2,389	New	+$304K	0.11%	213

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

Legacy Capital Group California's XLI Position: Q2 2026 in Review

Legacy Capital Group California increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 44% in Q2 2026, buying an estimated $364K and bringing the position to 6,860 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #69.

Legacy Capital Group California first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Capital Group California held 6,860 shares of State Street Industrial Select Sector SPDR ETF worth $1.27M as of Q2 2026.
Legacy Capital Group California bought 2,094 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $364K.
State Street Industrial Select Sector SPDR ETF made up 0.38% of Legacy Capital Group California's portfolio in Q2 2026, its #69 holding.
Legacy Capital Group California first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.