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

MilWealth 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 Q1	$141K	Hold	869	–	–	0.03%	32
2025 Q4	$135K	Hold	869	–	–	0.03%	33
2025 Q3	$134K	Hold	869	–	–	0.03%	31
2025 Q2	$128K	Hold	869	–	–	0.03%	31
2025 Q1	$114K	Hold	869	–	–	0.03%	32
2024 Q4	$115K	Hold	869	–	–	0.03%	38
2024 Q3	$118K	Hold	869	–	–	0.03%	28
2024 Q2	$106K	Hold	869	–	–	0.03%	29
2024 Q1	$109K	Hold	869	–	–	0.03%	29
2023 Q4	$99.1K	Hold	869	–	–	0.03%	30
2023 Q3	$88.1K	Hold	869	–	–	0.03%	29
2023 Q2	$93.3K	Hold	869	–	–	0.04%	27
2023 Q1	$87.9K	Hold	869	–	–	0.03%	28
2022 Q4	$85.3K	Hold	869	–	–	0.04%	29
2022 Q3	$72K	Hold	869	–	–	0.03%	30
2022 Q2	$75.9K	Hold	869	–	–	0.03%	34
2022 Q1	$89.5K	Hold	869	–	–	0.03%	33
2021 Q4	$91.9K	Hold	869	–	–	0.03%	30
2021 Q3	$85K	Hold	869	–	–	0.03%	30
2021 Q2	$89K	Hold	869	–	–	0.04%	29
2021 Q1	$85.6K	Hold	869	–	–	0.04%	27
2020 Q4	$77K	Hold	869	–	–	0.04%	27
2020 Q3	$66.9K	Hold	869	–	–	0.04%	28
2020 Q2	$59.7K	Hold	869	–	–	0.04%	30
2020 Q1	$51.3K	Hold	869	–	–	0.04%	30
2019 Q4	$70.8K	Hold	869	–	–	0.06%	27
2019 Q3	$67.5K	Hold	869	–	–	0.06%	27
2019 Q2	$67.3K	Hold	869	–	–	0.06%	26
2019 Q1	$65.2K	Hold	869	–	–	0.06%	25
2018 Q4	$56K	Buy	+869	New	+$61.6K	0.05%	28

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

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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MilWealth Group's XLI Position: Q1 2026 in Review

MilWealth Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 869 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #32.

MilWealth Group first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

MilWealth Group held 869 shares of State Street Industrial Select Sector SPDR ETF worth $141K as of Q1 2026.
MilWealth Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of MilWealth Group's portfolio in Q1 2026, its #32 holding.
MilWealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.