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Money Concepts Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Money Concepts Capital’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 		$37.2M Buy
200,680
+6,101
+3% +$1.06M 1.72% 9
2026
Q1 		$31.5M Buy
194,579
+174,558
+872% +$29.3M 1.74% 8
2025
Q4 		$3.11M Sell
20,021
-178
-0.9% -$27.4K 0.17% 123
2025
Q3 		$3.12M Sell
20,199
-9,798
-33% -$1.48M 0.19% 111
2025
Q2 		$4.43M Sell
29,997
-2,384
-7% -$325K 0.3% 72
2025
Q1 		$4.24M Sell
32,381
-6,810
-17% -$920K 0.32% 71
2024
Q4 		$5.16M Buy
39,191
+19,248
+97% +$2.65M 0.38% 57
2024
Q3 		$2.7M Buy
19,943
+360
+2% +$45.8K 0.21% 115
2024
Q2 		$2.39M Sell
19,583
-1,279
-6% -$158K 0.2% 123
2024
Q1 		$2.63M Buy
20,862
+2,021
+11% +$238K 0.24% 113
2023
Q4 		$2.15M Buy
18,841
+4,807
+34% +$505K 0.2% 126
2023
Q3 		$1.42M Buy
14,034
+1,384
+11% +$148K 0.15% 159
2023
Q2 		$1.36M Buy
+12,650
New +$1.27M 0.14% 170
2023
Q1 		– Sell
-5,388
Closed -$529K – 2943
2022
Q4 		$529K Buy
5,388
+5,332
+9,521% +$508K 0.02% 416
2022
Q3 		$5K Hold
56
– – ﹤0.01% 1237
2022
Q2 		$5K Sell
56
-5,248
-99% -$495K ﹤0.01% 1191
2022
Q1 		$546K Buy
+5,304
New +$539K 0.03% 417
2021
Q1 		$1.1M Buy
11,157
+344
+3% +$31.5K 0.09% 207
2020
Q4 		$957K Buy
+10,813
New +$911K 0.09% 194

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Money Concepts Capital's XLI Position: Q2 2026 in Review

Money Concepts Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.1% in Q2 2026, buying an estimated $1.06M and bringing the position to 200,680 shares worth $37.2M. The position accounts for 1.72% of the portfolio, ranked #9.

Money Concepts Capital first reported a position in XLI in Q4 2020 and has held it in 19 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Money Concepts Capital held 200,680 shares of State Street Industrial Select Sector SPDR ETF worth $37.2M as of Q2 2026.
  • Money Concepts Capital bought 6,101 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.06M.
  • State Street Industrial Select Sector SPDR ETF made up 1.72% of Money Concepts Capital's portfolio in Q2 2026, its #9 holding.
  • Money Concepts Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.