Next Level Wealth Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Next Level Wealth Planning’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 Q3	$9.7K	Buy	+58	New	+$10.3K	﹤0.01%	338

Other funds holding XLI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Next Level Wealth Planning's XLI Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 58 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

968 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Next Level Wealth Planning held 58 shares of State Street Industrial Select Sector SPDR ETF worth $9.7K as of Q3 2026.
State Street Industrial Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #338 holding.
968 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.