Personal CFO Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Personal CFO Solutions’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	$899K	Sell	4,854 -5	-0.1%	-$869	0.13%	139
2026 Q1	$786K	Buy	4,859 +240	+5%	+$40.3K	0.11%	165
2025 Q4	$716K	Sell	4,619 -107	-2%	-$16.5K	0.11%	171
2025 Q3	$729K	Sell	4,726 -1,616	-25%	-$245K	0.13%	164
2025 Q2	$936K	Sell	6,342 -251	-4%	-$34.2K	0.17%	119
2025 Q1	$864K	Sell	6,593 -1,323	-17%	-$179K	0.18%	120
2024 Q4	$1.04M	Buy	7,916 +1,373	+21%	+$189K	0.21%	101
2024 Q3	$886K	Buy	6,543 +707	+12%	+$89.9K	0.12%	165
2024 Q2	$711K	Sell	5,836 -230	-4%	-$28.3K	0.11%	184
2024 Q1	$764K	Sell	6,066 -1,573	-21%	-$185K	0.12%	177
2023 Q4	$871K	Sell	7,639 -10,996	-59%	-$1.15M	0.15%	141
2023 Q3	$1.89M	Sell	18,635 -1,194	-6%	-$128K	0.37%	59
2023 Q2	$2.13M	Buy	19,829 +2,334	+13%	+$235K	0.43%	54
2023 Q1	$1.77M	Buy	17,495 +1,817	+12%	+$183K	0.37%	61
2022 Q4	$1.54M	Buy	+15,678	New	+$1.49M	0.33%	61
2022 Q2	–	Sell	-12,540	Closed	-$1.29M	–	499
2022 Q1	$1.29M	Buy	+12,540	New	+$1.27M	0.25%	77

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

Personal CFO Solutions's XLI Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.1% in Q2 2026, selling an estimated $869 and leaving 4,854 shares worth $899K. The position accounts for 0.13% of the portfolio, ranked #139.

Personal CFO Solutions first reported a position in XLI in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.13M in Q2 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Personal CFO Solutions held 4,854 shares of State Street Industrial Select Sector SPDR ETF worth $899K as of Q2 2026.
Personal CFO Solutions sold 5 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $869.
State Street Industrial Select Sector SPDR ETF made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #139 holding.
Personal CFO Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
Personal CFO Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $2.13M in Q2 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.