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

Lionshead 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	$573K	Hold	3,095	–	–	0.37%	59
2026 Q1	$501K	Hold	3,095	–	–	0.37%	59
2025 Q4	$480K	Hold	3,095	–	–	0.36%	59
2025 Q3	$477K	Hold	3,095	–	–	0.38%	59
2025 Q2	$457K	Hold	3,095	–	–	0.42%	59
2025 Q1	$406K	Sell	3,095 -3,095	-50%	-$418K	0.42%	59
2024 Q4	$816K	Buy	+6,190	New	+$853K	0.59%	42

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

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

Lionshead Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,095 shares worth $573K. The position accounts for 0.37% of the portfolio, ranked #59.

Lionshead Wealth Management first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Lionshead Wealth Management held 3,095 shares of State Street Industrial Select Sector SPDR ETF worth $573K as of Q2 2026.
Lionshead 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 0.37% of Lionshead Wealth Management's portfolio in Q2 2026, its #59 holding.
Lionshead Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $816K 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 Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.