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

Phillips 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 		$118K Hold
728
– – 0.01% 213
2025
Q4 		$113K Hold
728
– – 0.01% 226
2025
Q3 		$112K Buy
+728
New +$110K 0.01% 233
2024
Q4 		– Sell
-150
Closed -$20.4K – 278
2024
Q3 		$20.4K Buy
+150
New +$19.1K ﹤0.01% 245

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Phillips Financial Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 728 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #213.

Phillips Financial Management first reported a position in XLI in Q3 2024 and has held it in 4 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Phillips Financial Management held 728 shares of State Street Industrial Select Sector SPDR ETF worth $118K as of Q1 2026.
  • Phillips Financial Management 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 Phillips Financial Management's portfolio in Q1 2026, its #213 holding.
  • Phillips Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.