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

LongView 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	$1.22M	Sell	6,589 -128	-2%	-$22.2K	0.31%	73
2026 Q1	$1.16M	Buy	6,717 +135	+2%	+$22.7K	0.29%	76
2025 Q4	$1.07M	Sell	6,582 -2,323	-26%	-$357K	0.26%	80
2025 Q3	$1.37M	Buy	8,905 +357	+4%	+$54.1K	0.37%	62
2025 Q2	$1.26M	Buy	8,548 +82	+1%	+$11.2K	0.38%	59
2025 Q1	$1.11M	Sell	8,466 -1,938	-19%	-$262K	0.33%	66
2024 Q4	$1.37M	Sell	10,404 -103	-1%	-$14.2K	0.42%	55
2024 Q3	$1.42M	Buy	10,507 +13	+0.1%	+$1.65K	0.45%	52
2024 Q2	$1.28M	Buy	10,494 +35	+0.3%	+$4.31K	0.47%	49
2024 Q1	$1.32M	Buy	10,459 +81	+0.8%	+$9.53K	0.52%	45
2023 Q4	$1.16M	Buy	+10,378	New	+$1.09M	0.52%	47

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

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

LongView Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q2 2026, selling an estimated $22.2K and leaving 6,589 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #73.

LongView Wealth Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

LongView Wealth Management held 6,589 shares of State Street Industrial Select Sector SPDR ETF worth $1.22M as of Q2 2026.
LongView Wealth Management sold 128 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.2K.
State Street Industrial Select Sector SPDR ETF made up 0.31% of LongView Wealth Management's portfolio in Q2 2026, its #73 holding.
LongView Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.42M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.