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

Mattern 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	$306K	Hold	1,650	–	–	0.05%	150
2026 Q1	$267K	Hold	1,650	–	–	0.05%	132
2025 Q4	$256K	Hold	1,650	–	–	0.05%	135
2025 Q3	$254K	Hold	1,650	–	–	0.05%	137
2025 Q2	$243K	Hold	1,650	–	–	0.05%	142
2025 Q1	$216K	Hold	1,650	–	–	0.05%	159
2024 Q4	$217K	Hold	1,650	–	–	0.05%	157
2024 Q3	$223K	Hold	1,650	–	–	0.05%	166
2024 Q2	$201K	Hold	1,650	–	–	0.05%	171
2024 Q1	$208K	Buy	+1,650	New	+$194K	0.05%	174
2022 Q2	–	Sell	-3,005	Closed	-$309K	–	166
2022 Q1	$309K	Buy	+3,005	New	+$305K	0.1%	124
2020 Q1	–	Sell	-3,828	Closed	-$312K	–	136
2019 Q4	$312K	Buy	+3,828	New	+$306K	0.19%	109

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

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

Mattern Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,650 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #150.

Mattern Wealth Management first reported a position in XLI in Q4 2019 and has held it in 12 quarters since. The position peaked at $312K in Q4 2019. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mattern Wealth Management held 1,650 shares of State Street Industrial Select Sector SPDR ETF worth $306K as of Q2 2026.
Mattern 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 0.05% of Mattern Wealth Management's portfolio in Q2 2026, its #150 holding.
Mattern Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 12 quarters since.
Mattern Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $312K in Q4 2019.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.