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

PlanWiser 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	$3.23M	Buy	17,448 +189	+1%	+$32.8K	2.25%	18
2026 Q1	$2.95M	Sell	17,259 -5,584	-24%	-$937K	2.14%	19
2025 Q4	$3.8M	Buy	+22,843	New	+$3.51M	2.84%	10

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PlanWiser Financial's XLI Position: Q2 2026 in Review

PlanWiser Financial increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q2 2026, buying an estimated $32.8K and bringing the position to 17,448 shares worth $3.23M. The position accounts for 2.25% of the portfolio, ranked #18.

PlanWiser Financial first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.8M in Q4 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

PlanWiser Financial held 17,448 shares of State Street Industrial Select Sector SPDR ETF worth $3.23M as of Q2 2026.
PlanWiser Financial bought 189 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $32.8K.
State Street Industrial Select Sector SPDR ETF made up 2.25% of PlanWiser Financial's portfolio in Q2 2026, its #18 holding.
PlanWiser Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
PlanWiser Financial's State Street Industrial Select Sector SPDR ETF position peaked at $3.8M in Q4 2025.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.