Legacy Wealth Management (Idaho)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Legacy Wealth Management (Idaho)’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	$923K	Buy	4,980 +4,948	+15,463%	+$860K	0.38%	77
2026 Q1	$5.18K	Buy	32 +3	+10%	+$504	﹤0.01%	613
2025 Q4	$4.5K	Sell	29 -28	-49%	-$4.31K	﹤0.01%	548
2025 Q3	$8.79K	Buy	57 +30	+111%	+$4.54K	﹤0.01%	363
2025 Q2	$3.98K	Hold	27	–	–	﹤0.01%	426
2025 Q1	$3.54K	Hold	27	–	–	﹤0.01%	462
2024 Q4	$3.71K	Hold	27	–	–	﹤0.01%	424
2024 Q3	$3.84K	Buy	+27	New	+$3.43K	﹤0.01%	415

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 Wealth Management (Idaho)'s XLI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15,463% in Q2 2026, buying an estimated $860K and bringing the position to 4,980 shares worth $923K. The position accounts for 0.38% of the portfolio, ranked #77.

Legacy Wealth Management (Idaho) first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Wealth Management (Idaho) held 4,980 shares of State Street Industrial Select Sector SPDR ETF worth $923K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 4,948 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $860K.
State Street Industrial Select Sector SPDR ETF made up 0.38% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #77 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.