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

Phoenix Financial’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	$784M	Buy	4,234,423 +1,413,987	+50%	+$246M	5.36%	3
2026 Q1	$456M	Sell	2,820,436 -1,129,917	-29%	-$190M	4.32%	3
2025 Q4	$613M	Buy	3,950,353 +2,430,047	+160%	+$374M	6.64%	2
2025 Q3	$234M	Sell	1,520,306 -924,069	-38%	-$140M	2.86%	9
2025 Q2	$361M	Buy	2,444,375 +1,126,334	+85%	+$154M	4.76%	3
2025 Q1	$173M	Sell	1,318,041 -405,112	-24%	-$54.7M	2.64%	10
2024 Q4	$227M	Buy	1,723,153 +1,606,989	+1,383%	+$222M	3.1%	6
2024 Q3	$15.7M	Buy	116,164 +6,759	+6%	+$859K	0.23%	70
2024 Q2	$13.3M	Sell	109,405 -715,218	-87%	-$88.1M	0.2%	71
2024 Q1	$104M	Buy	824,623 +693,274	+528%	+$81.6M	1.44%	20
2023 Q4	$15M	Sell	131,349 -820	-0.6%	-$86.1K	0.25%	59
2023 Q3	$13.4M	Buy	132,169 +29,119	+28%	+$3.12M	0.25%	60
2023 Q2	$11.1M	Buy	+103,050	New	+$10.4M	0.23%	59
2022 Q1	–	Sell	-24,392	Closed	-$2.58M	–	455
2021 Q4	$2.58M	Sell	24,392 -8,276	-25%	-$860K	0.04%	176
2021 Q3	$3.2M	Sell	32,668 -5,600	-15%	-$575K	0.06%	167
2021 Q2	$3.92M	Sell	38,268 -269,685	-88%	-$27.6M	0.07%	165
2021 Q1	$30.3M	Buy	+307,953	New	+$28.2M	0.69%	52
2019 Q4	–	Sell	-3,900	Closed	-$289K	–	218
2019 Q3	$289K	Buy	+3,900	New	+$299K	0.01%	173

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Phoenix Financial's XLI Position: Q2 2026 in Review

Phoenix Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 50% in Q2 2026, buying an estimated $246M and bringing the position to 4,234,423 shares worth $784M. The position accounts for 5.36% of the portfolio, ranked #3.

Phoenix Financial first reported a position in XLI in Q3 2019 and has held it in 18 quarters since. 1,661 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Phoenix Financial held 4,234,423 shares of State Street Industrial Select Sector SPDR ETF worth $784M as of Q2 2026.
Phoenix Financial bought 1,413,987 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $246M.
State Street Industrial Select Sector SPDR ETF made up 5.36% of Phoenix Financial's portfolio in Q2 2026, its #3 holding.
Phoenix Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2019 and has held it in 18 quarters since.
1,661 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.