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 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 $1.37T 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

PlanWiser Financial's XLI Position: Q1 2026 in Review

PlanWiser Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q1 2026, selling an estimated $937K and leaving 17,259 shares worth $2.95M. The position accounts for 2.14% of the portfolio, ranked #19.

PlanWiser Financial first reported a position in XLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.8M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

PlanWiser Financial held 17,259 shares of State Street Industrial Select Sector SPDR ETF worth $2.95M as of Q1 2026.
PlanWiser Financial sold 5,584 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $937K.
State Street Industrial Select Sector SPDR ETF made up 2.14% of PlanWiser Financial's portfolio in Q1 2026, its #19 holding.
PlanWiser Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
PlanWiser Financial's State Street Industrial Select Sector SPDR ETF position peaked at $3.8M in Q4 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.