Peak Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Peak Financial Management’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	$294K	Hold	1,585	–	–	0.07%	85
2026 Q1	$256K	Sell	1,585 -190	-11%	-$31.9K	0.07%	81
2025 Q4	$275K	Hold	1,775	–	–	0.07%	79
2025 Q3	$274K	Sell	1,775 -200	-10%	-$30.3K	0.07%	76
2025 Q2	$291K	Hold	1,975	–	–	0.08%	73
2025 Q1	$259K	Hold	1,975	–	–	0.08%	78
2024 Q4	$260K	Sell	1,975 -75	-4%	-$10.3K	0.08%	80
2024 Q3	$278K	Hold	2,050	–	–	0.08%	79
2024 Q2	$250K	Hold	2,050	–	–	0.08%	77
2024 Q1	$258K	Buy	+2,050	New	+$241K	0.08%	78

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

Peak Financial Management's XLI Position: Q2 2026 in Review

Peak Financial Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,585 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #85.

Peak Financial Management first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Peak Financial Management held 1,585 shares of State Street Industrial Select Sector SPDR ETF worth $294K as of Q2 2026.
Peak Financial Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Peak Financial Management's portfolio in Q2 2026, its #85 holding.
Peak Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.