Mosaic Family Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mosaic Family Wealth Partners’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	$745K	Buy	4,023 +1,887	+88%	+$328K	0.05%	243
2026 Q1	$346K	Buy	+2,136	New	+$359K	0.04%	217

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

Mosaic Family Wealth Partners's XLI Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 88% in Q2 2026, buying an estimated $328K and bringing the position to 4,023 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #243.

Mosaic Family Wealth Partners first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mosaic Family Wealth Partners held 4,023 shares of State Street Industrial Select Sector SPDR ETF worth $745K as of Q2 2026.
Mosaic Family Wealth Partners bought 1,887 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $328K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #243 holding.
Mosaic Family Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.