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 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 $1.37T 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

Peak Financial Management's XLI Position: Q1 2026 in Review

Peak Financial Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q1 2026, selling an estimated $31.9K and leaving 1,585 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #81.

Peak Financial Management first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Peak Financial Management held 1,585 shares of State Street Industrial Select Sector SPDR ETF worth $256K as of Q1 2026.
Peak Financial Management sold 190 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $31.9K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Peak Financial Management's portfolio in Q1 2026, its #81 holding.
Peak Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Peak Financial Management's State Street Industrial Select Sector SPDR ETF position peaked at $291K in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.