NewEdge Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

NewEdge Wealth’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	$3.58M	Buy	19,352 +156	+0.8%	+$27.1K	0.04%	315
2026 Q1	$3.1M	Sell	19,196 -96	-0.5%	-$16.1K	0.04%	320
2025 Q4	$2.99M	Buy	19,292 +9,056	+88%	+$1.39M	0.03%	350
2025 Q3	$1.57M	Sell	10,236 -22	-0.2%	-$3.33K	0.02%	450
2025 Q2	$1.55M	Buy	10,258 +375	+4%	+$51.2K	0.02%	433
2025 Q1	$1.3M	Buy	9,883 +656	+7%	+$88.6K	0.02%	432
2024 Q4	$1.22M	Sell	9,227 -1,171	-11%	-$161K	0.02%	446
2024 Q3	$1.41M	Buy	10,398 +7,041	+210%	+$895K	0.03%	410
2024 Q2	$409K	Buy	+3,357	New	+$414K	0.01%	591
2024 Q1	–	Sell	-2,574	Closed	-$293K	–	853
2023 Q4	$293K	Buy	2,574 +95	+4%	+$9.97K	0.01%	626
2023 Q3	$251K	Buy	2,479 +24	+1%	+$2.57K	0.01%	572
2023 Q2	$264K	Buy	2,455 +1	+0%	+$101	0.01%	561
2023 Q1	$248K	Buy	+2,454	New	+$247K	0.01%	542
2022 Q1	–	Sell	-6,226	Closed	-$659K	–	455
2021 Q4	$659K	Buy	+6,226	New	+$647K	0.03%	264

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

NewEdge Wealth's XLI Position: Q2 2026 in Review

NewEdge Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.81% in Q2 2026, buying an estimated $27.1K and bringing the position to 19,352 shares worth $3.58M. The position accounts for 0.04% of the portfolio, ranked #315.

NewEdge Wealth first reported a position in XLI in Q4 2021 and has held it in 14 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

NewEdge Wealth held 19,352 shares of State Street Industrial Select Sector SPDR ETF worth $3.58M as of Q2 2026.
NewEdge Wealth bought 156 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $27.1K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #315 holding.
NewEdge Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.