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

Massachusetts 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	$7.26M	Buy	39,169 +655	+2%	+$114K	2.76%	4
2026 Q1	$6.23M	Buy	38,514 +414	+1%	+$69.5K	2.7%	4
2025 Q4	$5.91M	Buy	38,100 +429	+1%	+$66K	2.75%	5
2025 Q3	$5.81M	Buy	37,671 +4,630	+14%	+$701K	2.88%	3
2025 Q2	$4.87M	Buy	33,041 +1,765	+6%	+$241K	2.75%	3
2025 Q1	$4.1M	Buy	31,276 +3,630	+13%	+$491K	2.81%	6
2024 Q4	$3.64M	Buy	27,646 +4,992	+22%	+$688K	2.25%	8
2024 Q3	$3.07M	Buy	22,654 +1,438	+7%	+$183K	1.93%	8
2024 Q2	$2.59M	Buy	21,216 +3,900	+23%	+$481K	1.74%	15
2024 Q1	$2.18M	Buy	17,316 +4,211	+32%	+$496K	1.54%	20
2023 Q4	$1.49M	Buy	13,105 +2,785	+27%	+$292K	1.21%	36
2023 Q3	$1.05M	Buy	10,320 +1,590	+18%	+$170K	0.96%	45
2023 Q2	$937K	Buy	8,730 +725	+9%	+$73K	0.9%	49
2023 Q1	$810K	Sell	8,005 -400	-5%	-$40.2K	0.84%	49
2022 Q4	$856K	Buy	+8,405	New	+$800K	0.83%	49

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

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

Massachusetts Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.7% in Q2 2026, buying an estimated $114K and bringing the position to 39,169 shares worth $7.26M. The position accounts for 2.76% of the portfolio, ranked #4.

Massachusetts Wealth Management first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Massachusetts Wealth Management held 39,169 shares of State Street Industrial Select Sector SPDR ETF worth $7.26M as of Q2 2026.
Massachusetts Wealth Management bought 655 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $114K.
State Street Industrial Select Sector SPDR ETF made up 2.76% of Massachusetts Wealth Management's portfolio in Q2 2026, its #4 holding.
Massachusetts Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.