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

Principle 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	$1.57M	Sell	8,470 -218	-3%	-$37.9K	0.08%	156
2026 Q1	$1.41M	Sell	8,688 -31	-0.4%	-$5.2K	0.08%	151
2025 Q4	$1.35M	Buy	8,719 +6	+0.1%	+$923	0.08%	149
2025 Q3	$1.34M	Sell	8,713 -1,139	-12%	-$173K	0.08%	146
2025 Q2	$1.45M	Sell	9,852 -5	-0.1%	-$682	0.09%	131
2025 Q1	$1.29M	Sell	9,857 -386	-4%	-$52.2K	0.09%	140
2024 Q4	$1.35M	Sell	10,243 -95	-0.9%	-$13.1K	0.09%	135
2024 Q3	$1.4M	Buy	10,338 +1,494	+17%	+$190K	0.1%	135
2024 Q2	$1.08M	Sell	8,844 -356	-4%	-$43.9K	0.08%	149
2024 Q1	$1.16M	Sell	9,200 -795	-8%	-$93.6K	0.09%	146
2023 Q4	$1.14M	Sell	9,995 -79	-0.8%	-$8.29K	0.1%	145
2023 Q3	$1.02M	Sell	10,074 -132	-1%	-$14.1K	0.1%	144
2023 Q2	$1.1M	Buy	10,206 +25	+0.2%	+$2.52K	0.11%	132
2023 Q1	$1.03M	Sell	10,181 -201	-2%	-$20.2K	0.11%	134
2022 Q4	$1.02M	Sell	10,382 -10,329	-50%	-$984K	0.12%	128
2022 Q3	$1.72K	Sell	20,711 -8,603	-29%	-$792K	0.16%	94
2022 Q2	$2.56M	Sell	29,314 -4,112	-12%	-$388K	0.31%	77
2022 Q1	$3.44M	Sell	33,426 -1,319	-4%	-$134K	0.36%	66
2021 Q4	$3.68M	Buy	34,745 +771	+2%	+$80.1K	0.39%	58
2021 Q3	$3.32M	Buy	33,974 +1,534	+5%	+$158K	0.38%	60
2021 Q2	$3.32M	Buy	32,440 +1,617	+5%	+$166K	0.38%	61
2021 Q1	$3.04M	Buy	30,823 +1,978	+7%	+$181K	0.35%	61
2020 Q4	$2.55M	Buy	+28,845	New	+$2.43M	0.34%	65

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

Principle Wealth Partners's XLI Position: Q2 2026 in Review

Principle Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.5% in Q2 2026, selling an estimated $37.9K and leaving 8,470 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #156.

Principle Wealth Partners first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.68M in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Principle Wealth Partners held 8,470 shares of State Street Industrial Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Principle Wealth Partners sold 218 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $37.9K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Principle Wealth Partners's portfolio in Q2 2026, its #156 holding.
Principle Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $3.68M in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.