Premier Path Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Premier Path Wealth Partners’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	$7.19M	Sell	44,478 -9,360	-17%	-$1.57M	0.94%	25
2025 Q4	$8.35M	Sell	53,838 -3,580	-6%	-$551K	1.08%	24
2025 Q3	$8.86M	Sell	57,418 -1,212	-2%	-$184K	1.14%	19
2025 Q2	$8.65M	Buy	58,630 +740	+1%	+$101K	1.2%	18
2025 Q1	$7.59M	Sell	57,890 -47	-0.1%	-$6.35K	1.18%	19
2024 Q4	$7.63M	Buy	57,937 +668	+1%	+$92.1K	1.16%	16
2024 Q3	$7.76M	Buy	57,269 +1,674	+3%	+$213K	1.22%	16
2024 Q2	$6.78M	Sell	55,595 -136	-0.2%	-$16.8K	1.15%	18
2024 Q1	$7.02M	Buy	55,731 +9,109	+20%	+$1.07M	1.32%	12
2023 Q4	$5.39M	Buy	+46,622	New	+$4.89M	1.19%	17

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

Premier Path Wealth Partners's XLI Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 17% in Q1 2026, selling an estimated $1.57M and leaving 44,478 shares worth $7.19M. The position accounts for 0.94% of the portfolio, ranked #25.

Premier Path Wealth Partners first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.86M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Premier Path Wealth Partners held 44,478 shares of State Street Industrial Select Sector SPDR ETF worth $7.19M as of Q1 2026.
Premier Path Wealth Partners sold 9,360 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.57M.
State Street Industrial Select Sector SPDR ETF made up 0.94% of Premier Path Wealth Partners's portfolio in Q1 2026, its #25 holding.
Premier Path Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $8.86M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.