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 Q2	$7.46M	Sell	40,279 -4,199	-9%	-$730K	0.86%	29
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 $1.55T 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

Premier Path Wealth Partners's XLI Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.4% in Q2 2026, selling an estimated $730K and leaving 40,279 shares worth $7.46M. The position accounts for 0.86% of the portfolio, ranked #29.

Premier Path Wealth Partners first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.86M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Premier Path Wealth Partners held 40,279 shares of State Street Industrial Select Sector SPDR ETF worth $7.46M as of Q2 2026.
Premier Path Wealth Partners sold 4,199 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $730K.
State Street Industrial Select Sector SPDR ETF made up 0.86% of Premier Path Wealth Partners's portfolio in Q2 2026, its #29 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 11 quarters since.
Premier Path Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $8.86M in Q3 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.