Meridian Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Meridian Financial’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	$433K	Buy	2,336 +28	+1%	+$4.87K	0.21%	87
2026 Q1	$373K	Buy	2,308 +110	+5%	+$18.5K	0.2%	93
2025 Q4	$341K	Buy	2,198 +101	+5%	+$15.5K	0.19%	98
2025 Q3	$323K	Sell	2,097 -68	-3%	-$10.3K	0.18%	97
2025 Q2	$319K	Hold	2,165	–	–	0.21%	88
2025 Q1	$284K	Sell	2,165 -35	-2%	-$4.73K	0.2%	92
2024 Q4	$290K	Sell	2,200 -600	-21%	-$82.7K	0.2%	91
2024 Q3	$379K	Hold	2,800	–	–	0.25%	74
2024 Q2	$341K	Hold	2,800	–	–	0.25%	75
2024 Q1	$353K	Hold	2,800	–	–	0.26%	73
2023 Q4	$319K	Buy	2,800 +400	+17%	+$42K	0.25%	72
2023 Q3	$243K	Hold	2,400	–	–	0.23%	84
2023 Q2	$258K	Hold	2,400	–	–	0.23%	79
2023 Q1	$243K	Buy	2,400 +100	+4%	+$10.1K	0.24%	84
2022 Q4	$226K	Buy	+2,300	New	+$219K	0.24%	84
2022 Q2	–	Sell	-2,225	Closed	-$229K	–	99
2022 Q1	$229K	Hold	2,225	–	–	0.24%	83
2021 Q4	$235K	Buy	+2,225	New	+$231K	0.22%	87

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

Meridian Financial's XLI Position: Q2 2026 in Review

Meridian Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, buying an estimated $4.87K and bringing the position to 2,336 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #87.

Meridian Financial first reported a position in XLI in Q4 2021 and has held it in 17 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Meridian Financial held 2,336 shares of State Street Industrial Select Sector SPDR ETF worth $433K as of Q2 2026.
Meridian Financial bought 28 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.87K.
State Street Industrial Select Sector SPDR ETF made up 0.21% of Meridian Financial's portfolio in Q2 2026, its #87 holding.
Meridian Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 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 Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.