Oak Harbor Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Oak Harbor Wealth Partners’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	$18.5K	Hold	100	–	–	0.01%	194
2026 Q1	$16.2K	Hold	100	–	–	﹤0.01%	250
2025 Q4	$15.5K	Hold	100	–	–	﹤0.01%	245
2025 Q3	$15.4K	Hold	100	–	–	﹤0.01%	231
2025 Q2	$14.8K	Hold	100	–	–	﹤0.01%	226
2025 Q1	$13.1K	Hold	100	–	–	﹤0.01%	236
2024 Q4	$13.2K	Hold	100	–	–	﹤0.01%	214
2024 Q3	$13.5K	Sell	100 -94	-48%	-$11.9K	﹤0.01%	206
2024 Q2	$23.6K	Hold	194	–	–	0.01%	198
2024 Q1	$24.4K	Hold	194	–	–	0.01%	202
2023 Q4	$22.1K	Buy	194 +94	+94%	+$9.87K	0.01%	202
2023 Q3	$10.1K	Hold	100	–	–	﹤0.01%	211
2023 Q2	$10.7K	Hold	100	–	–	﹤0.01%	222
2023 Q1	$10.1K	Hold	100	–	–	﹤0.01%	211
2022 Q4	$9.82K	Hold	100	–	–	﹤0.01%	206
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	204
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	207
2022 Q1	$10K	Sell	100 -112	-53%	-$11.4K	﹤0.01%	221
2021 Q4	$22K	Buy	+212	New	+$22K	0.01%	212

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

Oak Harbor Wealth Partners's XLI Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 100 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #194.

Oak Harbor Wealth Partners first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.4K in Q1 2024. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Oak Harbor Wealth Partners held 100 shares of State Street Industrial Select Sector SPDR ETF worth $18.5K as of Q2 2026.
Oak Harbor Wealth Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #194 holding.
Oak Harbor Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $24.4K in Q1 2024.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.