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XLI icon

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

LifeSteps Financial’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 		$43.7K Buy
+236
New +$41K 0.02% 223
2024
Q2 		– Sell
-410
Closed -$51.6K – 425
2024
Q1 		$51.6K Buy
+410
New +$48.3K 0.04% 150

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

LifeSteps Financial's XLI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 236 shares worth $43.7K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLI as recently as Q1 2024.

LifeSteps Financial first reported a position in XLI in Q1 2024 and has held it in 2 quarters since. The position peaked at $51.6K in Q1 2024. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • LifeSteps Financial held 236 shares of State Street Industrial Select Sector SPDR ETF worth $43.7K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #223 holding.
  • LifeSteps Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's State Street Industrial Select Sector SPDR ETF position peaked at $51.6K in Q1 2024.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.