Legacy Financial Strategies’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Financial Strategies’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	$233K	Sell	1,259 -25	-2%	-$4.34K	0.04%	136
2026 Q1	$208K	Sell	1,284 -801	-38%	-$134K	0.04%	134
2025 Q4	$323K	Buy	+2,085	New	+$321K	0.06%	103
2024 Q4	–	Sell	-1,750	Closed	-$237K	–	126
2024 Q3	$237K	Buy	+1,750	New	+$222K	0.05%	103

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 Strategies's XLI Position: Q2 2026 in Review

Legacy Financial Strategies reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q2 2026, selling an estimated $4.34K and leaving 1,259 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #136.

Legacy Financial Strategies first reported a position in XLI in Q3 2024 and has held it in 4 quarters since. The position peaked at $323K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Financial Strategies held 1,259 shares of State Street Industrial Select Sector SPDR ETF worth $233K as of Q2 2026.
Legacy Financial Strategies sold 25 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.34K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #136 holding.
Legacy Financial Strategies first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 4 quarters since.
Legacy Financial Strategies's State Street Industrial Select Sector SPDR ETF position peaked at $323K in Q4 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.