Liberty Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Liberty Wealth Management’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	$262K	Hold	1,621	–	–	0.03%	223
2026 Q1	$262K	Sell	1,621 -26	-2%	-$4.36K	0.03%	223
2025 Q4	$255K	Buy	+1,647	New	+$253K	0.03%	213
2021 Q4	–	Sell	-1,583	Closed	-$155K	–	1122
2021 Q3	$155K	Buy	1,583 +854	+117%	+$87.7K	0.06%	205
2021 Q2	$75K	Buy	729 +346	+90%	+$35.5K	0.03%	251
2021 Q1	$32K	Hold	383	–	–	0.02%	377
2020 Q4	$32K	Buy	383 +2	+0.5%	+$169	0.02%	374
2020 Q3	$29K	Buy	381 +1	+0.3%	+$75	0.02%	337
2020 Q2	$26K	Buy	380 +2	+0.5%	+$130	0.02%	342
2020 Q1	$22K	Buy	378 +2	+0.5%	+$151	0.02%	346
2019 Q4	$31K	Buy	376 +3	+0.8%	+$239	0.02%	340
2019 Q3	$29K	Buy	373 +2	+0.5%	+$153	0.03%	334
2019 Q2	$29K	Buy	371 +1	+0.3%	+$76	0.03%	348
2019 Q1	$27K	Buy	370 +2	+0.5%	+$145	0.02%	301
2018 Q4	$23K	Buy	+368	New	+$26.1K	0.02%	306

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

Liberty Wealth Management's XLI Position: Q2 2026 in Review

Liberty Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,621 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #223.

Liberty Wealth Management first reported a position in XLI in Q4 2018 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Liberty Wealth Management held 1,621 shares of State Street Industrial Select Sector SPDR ETF worth $262K as of Q2 2026.
Liberty Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #223 holding.
Liberty Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.