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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's XLI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 18% in Q1 2026, buying an estimated $117K and bringing the position to 4,570 shares worth $788K. The position accounts for 0.42% of the portfolio, ranked #43.

Mark Sheptoff Financial Planning first reported a position in XLI in Q1 2019 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Mark Sheptoff Financial Planning held 4,570 shares of State Street Industrial Select Sector SPDR ETF worth $788K as of Q1 2026.
Mark Sheptoff Financial Planning bought 695 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $117K.
State Street Industrial Select Sector SPDR ETF made up 0.42% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #43 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 5 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.