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

Mission 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	$736K	Buy	3,971 +397	+11%	+$69K	0.01%	563
2026 Q1	$578K	Sell	3,574 -599	-14%	-$101K	0.01%	452
2025 Q4	$647K	Buy	4,173 +165	+4%	+$25.4K	0.01%	428
2025 Q3	$618K	Buy	4,008 +11	+0.3%	+$1.67K	0.01%	434
2025 Q2	$590K	Buy	3,997 +227	+6%	+$31K	0.01%	436
2025 Q1	$494K	Buy	3,770 +8	+0.2%	+$1.08K	0.01%	450
2024 Q4	$496K	Buy	3,762 +14	+0.4%	+$1.93K	0.01%	430
2024 Q3	$508K	Buy	3,748 +413	+12%	+$52.5K	0.01%	429
2024 Q2	$406K	Buy	3,335 +979	+42%	+$121K	0.01%	459
2024 Q1	$297K	Sell	2,356 -348	-13%	-$41K	0.01%	561
2023 Q4	$308K	Buy	2,704 +335	+14%	+$35.2K	0.01%	464
2023 Q3	$240K	Buy	2,369 +187	+9%	+$20K	0.01%	484
2023 Q2	$234K	Buy	2,182 +8	+0.4%	+$805	0.01%	488
2023 Q1	$220K	Buy	2,174 +8	+0.4%	+$805	0.01%	490
2022 Q4	$213K	Buy	+2,166	New	+$206K	0.01%	477
2022 Q2	–	Sell	-2,140	Closed	-$220K	–	565
2022 Q1	$220K	Buy	2,140 +6	+0.3%	+$609	0.01%	480
2021 Q4	$226K	Buy	2,134 +7	+0.3%	+$727	0.01%	491
2021 Q3	$208K	Buy	2,127 +7	+0.3%	+$719	0.01%	481
2021 Q2	$217K	Sell	2,120 -9	-0.4%	-$922	0.01%	458
2021 Q1	$210K	Sell	2,129 -214	-9%	-$19.6K	0.01%	425
2020 Q4	$207K	Buy	+2,343	New	+$197K	0.01%	395

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

Mission Wealth Management's XLI Position: Q2 2026 in Review

Mission Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, buying an estimated $69K and bringing the position to 3,971 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #563.

Mission Wealth Management first reported a position in XLI in Q4 2020 and has held it in 21 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mission Wealth Management held 3,971 shares of State Street Industrial Select Sector SPDR ETF worth $736K as of Q2 2026.
Mission Wealth Management bought 397 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $69K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #563 holding.
Mission Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.