McKinley Carter Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

McKinley Carter Wealth Services’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	$589K	Buy	3,181 +38	+1%	+$6.6K	0.03%	220
2026 Q1	$508K	Buy	3,143 +559	+22%	+$93.8K	0.03%	218
2025 Q4	$401K	Sell	2,584 -133	-5%	-$20.5K	0.02%	241
2025 Q3	$419K	Buy	2,717 +3	+0.1%	+$454	0.02%	237
2025 Q2	$400K	Buy	2,714 +484	+22%	+$66K	0.02%	236
2025 Q1	$292K	Buy	2,230 +1	+0%	+$135	0.02%	261
2024 Q4	$294K	Sell	2,229 -119	-5%	-$16.4K	0.02%	246
2024 Q3	$318K	Buy	2,348 +121	+5%	+$15.4K	0.02%	255
2024 Q2	$271K	Sell	2,227 -17	-0.8%	-$2.1K	0.02%	271
2024 Q1	$283K	Buy	2,244 +1	+0%	+$118	0.02%	264
2023 Q4	$256K	Buy	2,243 +1	+0%	+$105	0.02%	266
2023 Q3	$227K	Buy	2,242 +2	+0.1%	+$214	0.02%	278
2023 Q2	$240K	Buy	2,240 +1	+0%	+$101	0.02%	274
2023 Q1	$227K	Buy	2,239 +1	+0%	+$101	0.02%	277
2022 Q4	$220K	Buy	+2,238	New	+$213K	0.02%	274
2018 Q2	–	Sell	-2,398	Closed	-$178K	–	399
2018 Q1	$178K	Buy	+2,398	New	+$185K	0.06%	165
2013 Q3	–	Sell	-5,223	Closed	-$222K	–	97
2013 Q2	$222K	Buy	+5,223	New	+$222K	0.34%	64

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

McKinley Carter Wealth Services's XLI Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, buying an estimated $6.6K and bringing the position to 3,181 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #220.

McKinley Carter Wealth Services first reported a position in XLI in Q2 2013 and has held it in 17 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

McKinley Carter Wealth Services held 3,181 shares of State Street Industrial Select Sector SPDR ETF worth $589K as of Q2 2026.
McKinley Carter Wealth Services bought 38 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.6K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #220 holding.
McKinley Carter Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.