Mark Sheptoff Financial Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mark Sheptoff Financial Planning’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	$800K	Sell	4,320 -250	-5%	-$43.4K	0.42%	45
2026 Q1	$788K	Buy	4,570 +695	+18%	+$117K	0.42%	43
2025 Q4	$601K	Buy	+3,875	New	+$596K	0.29%	53
2023 Q1	–	Sell	-250	Closed	-$24.6K	–	398
2022 Q4	$24.6K	Buy	+250	New	+$23.8K	0.01%	202
2019 Q3	–	Sell	-30	Closed	-$2K	–	395
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	326
2019 Q1	$2K	Buy	+30	New	+$2.17K	﹤0.01%	328

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

Mark Sheptoff Financial Planning's XLI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.5% in Q2 2026, selling an estimated $43.4K and leaving 4,320 shares worth $800K. The position accounts for 0.42% of the portfolio, ranked #45.

Mark Sheptoff Financial Planning first reported a position in XLI in Q1 2019 and has held it in 6 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mark Sheptoff Financial Planning held 4,320 shares of State Street Industrial Select Sector SPDR ETF worth $800K as of Q2 2026.
Mark Sheptoff Financial Planning sold 250 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $43.4K.
State Street Industrial Select Sector SPDR ETF made up 0.42% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #45 holding.
Mark Sheptoff Financial Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 6 quarters since.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.