Measured Wealth Private Client Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Measured Wealth Private Client Group’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	$5.33M	Buy	28,757 +8,113	+39%	+$1.41M	1.29%	21
2026 Q1	$3.34M	Sell	20,644 -959	-4%	-$161K	0.91%	23
2025 Q4	$3.35M	Buy	21,603 +17,688	+452%	+$2.72M	0.89%	22
2025 Q3	$604K	Sell	3,915 -723	-16%	-$110K	0.16%	87
2025 Q2	$684K	Sell	4,638 -1,954	-30%	-$267K	0.2%	72
2025 Q1	$864K	Sell	6,592 -14,410	-69%	-$1.95M	0.28%	47
2024 Q4	$2.77M	Buy	21,002 +304	+1%	+$41.9K	0.89%	22
2024 Q3	$2.8M	Sell	20,698 -16,321	-44%	-$2.07M	0.94%	21
2024 Q2	$4.51M	Buy	37,019 +4,660	+14%	+$574K	1.58%	12
2024 Q1	$4.08M	Buy	32,359 +30,113	+1,341%	+$3.54M	1.42%	13
2023 Q4	$256K	Sell	2,246 -141	-6%	-$14.8K	0.09%	156
2023 Q3	$242K	Sell	2,387 -2,165	-48%	-$232K	0.1%	146
2023 Q2	$489K	Sell	4,552 -11,338	-71%	-$1.14M	0.19%	89
2023 Q1	$1.61M	Buy	15,890 +380	+2%	+$38.2K	0.62%	22
2022 Q4	$1.52M	Buy	+15,510	New	+$1.48M	0.63%	24

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

Measured Wealth Private Client Group's XLI Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 39% in Q2 2026, buying an estimated $1.41M and bringing the position to 28,757 shares worth $5.33M. The position accounts for 1.29% of the portfolio, ranked #21.

Measured Wealth Private Client Group 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.

Measured Wealth Private Client Group held 28,757 shares of State Street Industrial Select Sector SPDR ETF worth $5.33M as of Q2 2026.
Measured Wealth Private Client Group bought 8,113 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.41M.
State Street Industrial Select Sector SPDR ETF made up 1.29% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #21 holding.
Measured Wealth Private Client Group 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 Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.