Retirement Planning Company of New England’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Retirement Planning Company of New England’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	$240K	Sell	1,298 -54	-4%	-$9.38K	0.09%	236
2026 Q1	$219K	Buy	1,352 +2	+0.1%	+$336	0.09%	227
2025 Q4	$209K	Buy	1,350 +3	+0.2%	+$462	0.08%	238
2025 Q3	$208K	Buy	+1,347	New	+$204K	0.08%	236
2022 Q1	–	Sell	-1,571	Closed	-$166K	–	907
2021 Q4	$166K	Buy	+1,571	New	+$163K	0.08%	241

Other funds holding XLI

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Retirement Planning Company of New England's XLI Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4% in Q2 2026, selling an estimated $9.38K and leaving 1,298 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #236.

Retirement Planning Company of New England first reported a position in XLI in Q4 2021 and has held it in 5 quarters since. 1,259 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Retirement Planning Company of New England held 1,298 shares of State Street Industrial Select Sector SPDR ETF worth $240K as of Q2 2026.
Retirement Planning Company of New England sold 54 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.38K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Retirement Planning Company of New England's portfolio in Q2 2026, its #236 holding.
Retirement Planning Company of New England first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
1,259 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.