Perigon Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Perigon Wealth 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	$2.05M	Sell	11,064 -2,002	-15%	-$348K	0.03%	407
2026 Q1	$2.11M	Sell	13,066 -5,435	-29%	-$912K	0.04%	365
2025 Q4	$2.87M	Buy	18,501 +5,316	+40%	+$818K	0.05%	293
2025 Q3	$2.03M	Sell	13,185 -32	-0.2%	-$4.85K	0.04%	354
2025 Q2	$1.95M	Sell	13,217 -1,763	-12%	-$241K	0.05%	336
2025 Q1	$1.96M	Sell	14,980 -11,239	-43%	-$1.52M	0.05%	307
2024 Q4	$3.59M	Buy	26,219 +12,769	+95%	+$1.76M	0.09%	213
2024 Q3	$1.82M	Sell	13,450 -8,373	-38%	-$1.06M	0.05%	306
2024 Q2	$2.66M	Buy	21,823 +8,575	+65%	+$1.06M	0.08%	221
2024 Q1	$1.67M	Buy	13,248 +785	+6%	+$92.4K	0.05%	275
2023 Q4	$1.42M	Buy	12,463 +6,232	+100%	+$654K	0.05%	277
2023 Q3	$632K	Sell	6,231 -249	-4%	-$26.7K	0.03%	393
2023 Q2	$695K	Buy	6,480 +1,435	+28%	+$144K	0.03%	380
2023 Q1	$510K	Sell	5,045 -3,437	-41%	-$346K	0.03%	391
2022 Q4	$833K	Buy	+8,482	New	+$808K	0.05%	300
2022 Q2	–	Sell	-2,577	Closed	-$265K	–	632
2022 Q1	$265K	Hold	2,577	–	–	0.02%	505
2021 Q4	$273K	Sell	2,577 -685	-21%	-$71.2K	0.02%	472
2021 Q3	$319K	Buy	3,262 +1,279	+64%	+$131K	0.03%	402
2021 Q2	$203K	Buy	+1,983	New	+$203K	0.02%	497

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

Perigon Wealth Management's XLI Position: Q2 2026 in Review

Perigon Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, selling an estimated $348K and leaving 11,064 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #407.

Perigon Wealth Management first reported a position in XLI in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.59M in Q4 2024. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Perigon Wealth Management held 11,064 shares of State Street Industrial Select Sector SPDR ETF worth $2.05M as of Q2 2026.
Perigon Wealth Management sold 2,002 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $348K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #407 holding.
Perigon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Perigon Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.59M in Q4 2024.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.