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

Merit Financial 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	$8.87M	Sell	47,895 -564	-1%	-$98K	0.05%	287
2026 Q1	$7.84M	Buy	48,459 +2,288	+5%	+$384K	0.06%	282
2025 Q4	$7.16M	Buy	46,171 +4,264	+10%	+$656K	0.06%	258
2025 Q3	$6.46M	Buy	41,907 +6,220	+17%	+$942K	0.06%	256
2025 Q2	$5.26M	Sell	35,687 -5,101	-13%	-$696K	0.06%	264
2025 Q1	$5.35M	Sell	40,788 -15,058	-27%	-$2.03M	0.08%	207
2024 Q4	$7.36M	Sell	55,846 -982	-2%	-$135K	0.13%	140
2024 Q3	$7.7M	Buy	56,828 +1,916	+3%	+$244K	0.17%	106
2024 Q2	$6.69M	Sell	54,912 -114	-0.2%	-$14K	0.15%	111
2024 Q1	$6.76M	Buy	55,026 +11,132	+25%	+$1.31M	0.16%	108
2023 Q4	$5M	Sell	43,894 -18,022	-29%	-$1.89M	0.15%	97
2023 Q3	$6.28M	Sell	61,916 -10,105	-14%	-$1.08M	0.21%	78
2023 Q2	$7.73M	Buy	72,021 +16,243	+29%	+$1.64M	0.25%	64
2023 Q1	$5.64M	Buy	55,778 +23,440	+72%	+$2.36M	0.21%	76
2022 Q4	$3.18M	Buy	32,338 +7,550	+30%	+$719K	0.11%	136
2022 Q3	$2.05M	Sell	24,788 -18,352	-43%	-$1.69M	0.09%	154
2022 Q2	$3.77M	Buy	43,140 +36,482	+548%	+$3.44M	0.12%	113
2022 Q1	$686K	Buy	+6,658	New	+$676K	0.04%	197

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

Merit Financial Group's XLI Position: Q2 2026 in Review

Merit Financial Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, selling an estimated $98K and leaving 47,895 shares worth $8.87M. The position accounts for 0.05% of the portfolio, ranked #287.

Merit Financial Group first reported a position in XLI in Q1 2022 and has held it in 18 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Merit Financial Group held 47,895 shares of State Street Industrial Select Sector SPDR ETF worth $8.87M as of Q2 2026.
Merit Financial Group sold 564 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $98K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #287 holding.
Merit Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.