MWM
XLI icon

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
2025
Q4 		– Sell
-600
Closed -$92.5K – 765
2025
Q3 		$92.5K Buy
+600
New +$90.9K ﹤0.01% 689
2025
Q2 		– Hold
0
– – – 671
2025
Q1 		– Hold
0
– – – 659
2024
Q4 		– Hold
0
– – – 646
2024
Q3 		– Hold
0
– – – 664
2024
Q2 		– Hold
0
– – – 645

Other funds holding XLI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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. 861 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.
  • 861 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.