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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Plan Group Financial's XLI Position: Q2 2026 in Review

Plan Group Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, selling an estimated $38.8K and leaving 1,850 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #163.

Plan Group Financial first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Plan Group Financial held 1,850 shares of State Street Industrial Select Sector SPDR ETF worth $343K as of Q2 2026.
  • Plan Group Financial sold 223 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #163 holding.
  • Plan Group Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.