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

Pines 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 Q3	$228K	Hold	1,363	–	–	0.06%	213
2026 Q2	$252K	Hold	1,363	–	–	0.07%	201
2026 Q1	$220K	Hold	1,363	–	–	0.07%	203
2025 Q4	$211K	Hold	1,363	–	–	0.07%	218
2025 Q3	$210K	Hold	1,363	–	–	0.07%	217
2025 Q2	$204K	Buy	+1,363	New	+$186K	0.07%	225

Other funds holding XLI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Pines Wealth Management's XLI Position: Q3 2026 in Review

Pines Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 1,363 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #213.

Pines Wealth Management first reported a position in XLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $252K in Q2 2026. 1,269 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Pines Wealth Management held 1,363 shares of State Street Industrial Select Sector SPDR ETF worth $228K as of Q3 2026.
Pines Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Pines Wealth Management's portfolio in Q3 2026, its #213 holding.
Pines Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
Pines Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $252K in Q2 2026.
1,269 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.