Prentice Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Prentice Wealth Management’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	$545K	Sell	2,940 -61	-2%	-$10.6K	0.11%	81
2026 Q1	$485K	Sell	3,001 -220	-7%	-$36.9K	0.11%	84
2025 Q4	$500K	Sell	3,221 -300	-9%	-$46.2K	0.11%	81
2025 Q3	$543K	Sell	3,521 -579	-14%	-$87.7K	0.13%	75
2025 Q2	$605K	Sell	4,100 -160	-4%	-$21.8K	0.16%	68
2025 Q1	$558K	Sell	4,260 -365	-8%	-$49.3K	0.16%	72
2024 Q4	$609K	Sell	4,625 -439	-9%	-$60.5K	0.18%	67
2024 Q3	$686K	Sell	5,064 -30	-0.6%	-$3.81K	0.2%	60
2024 Q2	$621K	Sell	5,094 -60	-1%	-$7.39K	0.2%	60
2024 Q1	$649K	Sell	5,154 -42	-0.8%	-$4.94K	0.23%	60
2023 Q4	$592K	Sell	5,196 -627	-11%	-$65.8K	0.23%	52
2023 Q3	$590K	Buy	5,823 +170	+3%	+$18.2K	0.27%	45
2023 Q2	$607K	Sell	5,653 -384	-6%	-$38.7K	0.28%	43
2023 Q1	$611K	Sell	6,037 -424	-7%	-$42.6K	0.29%	39
2022 Q4	$635K	Sell	6,461 -151	-2%	-$14.4K	0.32%	34
2022 Q3	$544K	Sell	6,612 -251	-4%	-$23.1K	0.3%	34
2022 Q2	$599K	Buy	6,863 +108	+2%	+$10.2K	0.61%	21
2022 Q1	$697K	Buy	6,755 +143	+2%	+$14.5K	0.33%	31
2021 Q4	$696K	Buy	6,612 +193	+3%	+$20K	0.33%	32
2021 Q3	$628K	Buy	6,419 +54	+0.8%	+$5.55K	0.3%	33
2021 Q2	$652K	Sell	6,365 -144	-2%	-$14.8K	0.33%	32
2021 Q1	$641K	Buy	+6,509	New	+$596K	0.36%	31

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

Prentice Wealth Management's XLI Position: Q2 2026 in Review

Prentice Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2% in Q2 2026, selling an estimated $10.6K and leaving 2,940 shares worth $545K. The position accounts for 0.11% of the portfolio, ranked #81.

Prentice Wealth Management first reported a position in XLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $697K in Q1 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Prentice Wealth Management held 2,940 shares of State Street Industrial Select Sector SPDR ETF worth $545K as of Q2 2026.
Prentice Wealth Management sold 61 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Prentice Wealth Management's portfolio in Q2 2026, its #81 holding.
Prentice Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Prentice Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $697K in Q1 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.