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 Q1	$335K	Buy	+2,073	New	+$348K	0.08%	156

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Plan Group Financial's XLI Position: Q1 2026 in Review

Plan Group Financial opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026: 2,073 shares worth $335K. The stake represents 0.08% of the portfolio and ranks #156 among its holdings.

1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Plan Group Financial held 2,073 shares of State Street Industrial Select Sector SPDR ETF worth $335K as of Q1 2026.
State Street Industrial Select Sector SPDR ETF was a new Plan Group Financial position in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #156 holding.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.