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Mowery & Schoenfeld Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Mowery & Schoenfeld 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 		$9.26K Buy
+50
New +$8.69K 0.01% 249

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

Mowery & Schoenfeld Wealth Management's XLI Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 50 shares worth $9.26K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 50 shares of State Street Industrial Select Sector SPDR ETF worth $9.26K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #249 holding.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.