Portside Wealth Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Portside Wealth Group’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	$491K	Sell	2,651 -386	-13%	-$67.1K	0.06%	308
2026 Q1	$491K	Buy	3,037 +136	+5%	+$22.8K	0.07%	259
2025 Q4	$450K	Buy	2,901 +1,200	+71%	+$185K	0.06%	281
2025 Q3	$262K	Buy	+1,701	New	+$258K	0.04%	411
2023 Q3	–	Sell	-2,059	Closed	-$221K	–	392
2023 Q2	$221K	Buy	+2,059	New	+$207K	0.04%	303

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

Portside Wealth Group's XLI Position: Q2 2026 in Review

Portside Wealth Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, selling an estimated $67.1K and leaving 2,651 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #308.

Portside Wealth Group first reported a position in XLI in Q2 2023 and has held it in 5 quarters since. The position peaked at $491K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Portside Wealth Group held 2,651 shares of State Street Industrial Select Sector SPDR ETF worth $491K as of Q2 2026.
Portside Wealth Group sold 386 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #308 holding.
Portside Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
Portside Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $491K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.