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

MGB 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
2025 Q4	$426K	Buy	2,745 +1	+0%	+$154	0.12%	142
2025 Q3	$423K	Buy	2,744 +1	+0%	+$151	0.12%	145
2025 Q2	$405K	Sell	2,743 -86	-3%	-$11.7K	0.13%	145
2025 Q1	$371K	Buy	2,829 +134	+5%	+$18.1K	0.13%	146
2024 Q4	$355K	Buy	+2,695	New	+$372K	0.11%	144

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGB Wealth Management's XLI Position: Q4 2025 in Review

MGB Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.04% in Q4 2025, buying an estimated $154 and bringing the position to 2,745 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #142.

MGB Wealth Management first reported a position in XLI in Q4 2024 and has held it in 5 quarters since. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

MGB Wealth Management held 2,745 shares of State Street Industrial Select Sector SPDR ETF worth $426K as of Q4 2025.
MGB Wealth Management bought 1 State Street Industrial Select Sector SPDR ETF share in Q4 2025, an estimated $154.
State Street Industrial Select Sector SPDR ETF made up 0.12% of MGB Wealth Management's portfolio in Q4 2025, its #142 holding.
MGB Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.