Milestone Asset Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Milestone Asset Management 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	$279K	Sell	1,504 -25	-2%	-$4.34K	0.14%	112
2026 Q1	$247K	Sell	1,529 -10	-0.6%	-$1.68K	0.14%	111
2025 Q4	$239K	Sell	1,539 -10	-0.6%	-$1.54K	0.13%	115
2025 Q3	$239K	Buy	1,549 +5	+0.3%	+$757	0.15%	106
2025 Q2	$228K	Buy	1,544 +4	+0.3%	+$546	0.17%	97
2025 Q1	$202K	Sell	1,540 -442	-22%	-$59.7K	0.18%	93
2024 Q4	$261K	Buy	+1,982	New	+$273K	0.23%	81

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

Milestone Asset Management Group's XLI Position: Q2 2026 in Review

Milestone Asset Management Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, selling an estimated $4.34K and leaving 1,504 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #112.

Milestone Asset Management Group first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Milestone Asset Management Group held 1,504 shares of State Street Industrial Select Sector SPDR ETF worth $279K as of Q2 2026.
Milestone Asset Management Group sold 25 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.34K.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q2 2026, its #112 holding.
Milestone Asset Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.