MWA Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

MWA Asset 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	$415K	Sell	2,241 -136	-6%	-$23.6K	0.19%	92
2026 Q1	$385K	Sell	2,377 -21	-0.9%	-$3.52K	0.21%	87
2025 Q4	$372K	Sell	2,398 -100	-4%	-$15.4K	0.21%	90
2025 Q3	$385K	Sell	2,498 -185	-7%	-$28K	0.21%	92
2025 Q2	$396K	Sell	2,683 -155	-5%	-$21.1K	0.24%	87
2025 Q1	$372K	Sell	2,838 -63	-2%	-$8.51K	0.26%	88
2024 Q4	$382K	Sell	2,901 -45	-2%	-$6.2K	0.25%	94
2024 Q3	$399K	Sell	2,946 -10	-0.3%	-$1.27K	0.27%	85
2024 Q2	$360K	Sell	2,956 -30	-1%	-$3.7K	0.26%	89
2024 Q1	$376K	Sell	2,986 -35	-1%	-$4.12K	0.27%	88
2023 Q4	$344K	Hold	3,021	–	–	0.28%	85
2023 Q3	$306K	Buy	+3,021	New	+$323K	0.3%	91

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

MWA Asset Management's XLI Position: Q2 2026 in Review

MWA Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.7% in Q2 2026, selling an estimated $23.6K and leaving 2,241 shares worth $415K. The position accounts for 0.19% of the portfolio, ranked #92.

MWA Asset Management first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

MWA Asset Management held 2,241 shares of State Street Industrial Select Sector SPDR ETF worth $415K as of Q2 2026.
MWA Asset Management sold 136 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.6K.
State Street Industrial Select Sector SPDR ETF made up 0.19% of MWA Asset Management's portfolio in Q2 2026, its #92 holding.
MWA Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.