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

Raffa 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	$99.1K	Hold	535	–	–	0.01%	128
2026 Q1	$86.5K	Hold	535	–	–	0.01%	123
2025 Q4	$83K	Hold	535	–	–	0.01%	128
2025 Q3	$82.5K	Sell	535 -656	-55%	-$99.4K	0.01%	126
2025 Q2	$176K	Hold	1,191	–	–	0.04%	93
2025 Q1	$156K	Hold	1,191	–	–	0.04%	89
2024 Q4	$157K	Hold	1,191	–	–	0.04%	89
2024 Q3	$161K	Hold	1,191	–	–	0.04%	84
2024 Q2	$145K	Hold	1,191	–	–	0.04%	107
2024 Q1	$150K	Hold	1,191	–	–	0.04%	101
2023 Q4	$136K	Hold	1,191	–	–	0.04%	84
2023 Q3	$121K	Hold	1,191	–	–	0.04%	86
2023 Q2	$128K	Sell	1,191 -140	-11%	-$14.1K	0.04%	82
2023 Q1	$135K	Hold	1,331	–	–	0.05%	80
2022 Q4	$131K	Hold	1,331	–	–	0.05%	69
2022 Q3	$110K	Hold	1,331	–	–	0.05%	77
2022 Q2	$116K	Hold	1,331	–	–	0.05%	79
2022 Q1	$137K	Hold	1,331	–	–	0.05%	71
2021 Q4	$141K	Buy	+1,331	New	+$138K	0.05%	74
2018 Q1	–	Sell	-32	Closed	-$2.42K	–	723
2017 Q4	$2.42K	Sell	32 -4,653	-99%	-$339K	﹤0.01%	237
2017 Q3	$333K	Buy	4,685 +20	+0.4%	+$1.38K	0.14%	60
2017 Q2	$318K	Buy	+4,665	New	+$311K	0.14%	60
2016 Q4	–	Sell	-2,869	Closed	-$167K	–	900
2016 Q3	$167K	Buy	+2,869	New	+$167K	0.09%	58

Other funds holding XLI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Raffa Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 535 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #128.

Raffa Wealth Management first reported a position in XLI in Q3 2016 and has held it in 23 quarters since. The position peaked at $333K in Q3 2017. 1,593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Raffa Wealth Management held 535 shares of State Street Industrial Select Sector SPDR ETF worth $99.1K as of Q2 2026.
Raffa Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #128 holding.
Raffa Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2016 and has held it in 23 quarters since.
Raffa Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $333K in Q3 2017.
1,593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.