Plan Group Financial
XLI icon

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

Plan Group 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
Q3 		– Sell
-1,850
Closed -$343K – 267
2026
Q2 		$343K Sell
1,850
-223
-11% -$38.8K 0.07% 163
2026
Q1 		$335K Buy
+2,073
New +$348K 0.08% 156

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Plan Group Financial's XLI Position: Q3 2026 in Review

Plan Group Financial sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,850 shares — an estimated $343K sold.

Plan Group Financial first reported a position in XLI in Q1 2026 and held it in 2 quarters. The position peaked at $343K in Q2 2026. 594 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Plan Group Financial reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Plan Group Financial sold 1,850 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $343K.
  • Plan Group Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
  • Plan Group Financial's State Street Industrial Select Sector SPDR ETF position peaked at $343K in Q2 2026.
  • 594 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.