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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Oak Harbor Wealth Partners's XLI Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 100 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Oak Harbor Wealth Partners first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.4K in Q1 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Oak Harbor Wealth Partners held 100 shares of State Street Industrial Select Sector SPDR ETF worth $16.2K as of Q1 2026.
Oak Harbor Wealth Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #250 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 18 quarters since.
Oak Harbor Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $24.4K in Q1 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.