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

Meridian 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	$1.58M	Buy	8,516 +130	+2%	+$22.6K	0.05%	307
2026 Q1	$1.36M	Buy	8,386 +1,729	+26%	+$290K	0.05%	305
2025 Q4	$1.03M	Buy	6,657 +1,571	+31%	+$242K	0.04%	344
2025 Q3	$784K	Buy	5,086 +157	+3%	+$23.8K	0.03%	379
2025 Q2	$727K	Hold	4,929	–	–	0.03%	370
2025 Q1	$646K	Sell	4,929 -25	-0.5%	-$3.38K	0.03%	367
2024 Q4	$653K	Sell	4,954 -76	-2%	-$10.5K	0.03%	364
2024 Q3	$681K	Buy	5,030 +15	+0.3%	+$1.91K	0.03%	354
2024 Q2	$611K	Buy	+5,015	New	+$618K	0.07%	157
2024 Q1	–	Sell	-6,138	Closed	-$700K	–	585
2023 Q4	$700K	Hold	6,138	–	–	0.04%	317
2023 Q3	$622K	Sell	6,138 -78	-1%	-$8.35K	0.04%	322
2023 Q2	$667K	Sell	6,216 -330	-5%	-$33.2K	0.06%	274
2023 Q1	$662K	Sell	6,546 -8	-0.1%	-$805	0.06%	273
2022 Q4	$644K	Sell	6,554 -29	-0.4%	-$2.76K	0.06%	264
2022 Q3	$545K	Sell	6,583 -1,957	-23%	-$180K	0.06%	261
2022 Q2	$746K	Buy	8,540 +2,574	+43%	+$243K	0.06%	282
2022 Q1	$614K	Sell	5,966 -3,215	-35%	-$327K	0.07%	210
2021 Q4	$971K	Sell	9,181 -2,329	-20%	-$242K	0.1%	159
2021 Q3	$1.13M	Sell	11,510 -62	-0.5%	-$6.37K	0.14%	139
2021 Q2	$1.19M	Buy	11,572 +1,522	+15%	+$156K	0.15%	133
2021 Q1	$989K	Buy	10,050 +5,131	+104%	+$470K	0.14%	140
2020 Q4	$435K	Buy	+4,919	New	+$414K	0.07%	207
2019 Q3	–	Sell	-761	Closed	-$589	–	513
2019 Q2	$589	Buy	+761	New	+$57.9K	0.02%	348

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 Wealth Management's XLI Position: Q2 2026 in Review

Meridian Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 8,516 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #307.

Meridian Wealth Management first reported a position in XLI in Q2 2019 and has held it in 23 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Meridian Wealth Management held 8,516 shares of State Street Industrial Select Sector SPDR ETF worth $1.58M as of Q2 2026.
Meridian Wealth Management bought 130 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Meridian Wealth Management's portfolio in Q2 2026, its #307 holding.
Meridian Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 23 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 Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.