Legacy Financial Group (Oklahoma)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Financial Group (Oklahoma)’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	$378K	Sell	2,043 -107	-5%	-$18.6K	0.09%	65
2026 Q1	$348K	Sell	2,150 -35	-2%	-$5.87K	0.09%	62
2025 Q4	$339K	Sell	2,185 -30	-1%	-$4.62K	0.09%	64
2025 Q3	$342K	Buy	2,215 +27	+1%	+$4.09K	0.09%	62
2025 Q2	$323K	Sell	2,188 -95	-4%	-$13K	0.1%	61
2025 Q1	$299K	Sell	2,283 -1,425	-38%	-$193K	0.1%	64
2024 Q4	$489K	Buy	+3,708	New	+$511K	0.16%	47

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 Financial Group (Oklahoma)'s XLI Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5% in Q2 2026, selling an estimated $18.6K and leaving 2,043 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #65.

Legacy Financial Group (Oklahoma) first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Financial Group (Oklahoma) held 2,043 shares of State Street Industrial Select Sector SPDR ETF worth $378K as of Q2 2026.
Legacy Financial Group (Oklahoma) sold 107 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.6K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #65 holding.
Legacy Financial Group (Oklahoma) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Legacy Financial Group (Oklahoma)'s State Street Industrial Select Sector SPDR ETF position peaked at $489K in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.