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

NewSquare 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	$24.2M	Buy	130,436 +5,733	+5%	+$996K	1.79%	8
2026 Q1	$20.2M	Buy	124,703 +2,687	+2%	+$451K	1.75%	8
2025 Q4	$18.9M	Sell	122,016 -12,636	-9%	-$1.94M	1.67%	10
2025 Q3	$20.8M	Buy	134,652 +8,024	+6%	+$1.22M	1.41%	18
2025 Q2	$18.7M	Buy	126,628 +8,176	+7%	+$1.12M	1.39%	19
2025 Q1	$15.5M	Buy	118,452 +6,283	+6%	+$849K	1.26%	21
2024 Q4	$14.8M	Buy	+112,169	New	+$15.5M	1.18%	22
2023 Q4	–	Sell	-57	Closed	-$5.78K	–	640
2023 Q3	$5.78K	Buy	+57	New	+$6.1K	﹤0.01%	369
2018 Q2	–	Sell	-428	Closed	-$32K	–	357
2018 Q1	$32K	Buy	+428	New	+$33K	0.01%	182
2015 Q3	–	Sell	-34	Closed	-$2K	–	357
2015 Q2	$2K	Hold	34	–	–	﹤0.01%	318
2015 Q1	$2K	Hold	34	–	–	﹤0.01%	291
2014 Q4	$2K	Sell	34 -143	-81%	-$7.86K	﹤0.01%	294
2014 Q3	$9K	Buy	+177	New	+$9.5K	﹤0.01%	253

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

NewSquare Capital's XLI Position: Q2 2026 in Review

NewSquare Capital increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.6% in Q2 2026, buying an estimated $996K and bringing the position to 130,436 shares worth $24.2M. The position accounts for 1.79% of the portfolio, ranked #8.

NewSquare Capital first reported a position in XLI in Q3 2014 and has held it in 13 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

NewSquare Capital held 130,436 shares of State Street Industrial Select Sector SPDR ETF worth $24.2M as of Q2 2026.
NewSquare Capital bought 5,733 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $996K.
State Street Industrial Select Sector SPDR ETF made up 1.79% of NewSquare Capital's portfolio in Q2 2026, its #8 holding.
NewSquare Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and has held it in 13 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.