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Retirement Planning Group (Kansas)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.27M Sell
6,845
-1,108
-14% -$193K 0.03% 205
2026
Q1 		$1.29M Buy
7,953
+102
+1% +$17.1K 0.04% 183
2025
Q4 		$1.22M Buy
7,851
+27
+0.3% +$4.15K 0.04% 170
2025
Q3 		$1.21M Buy
7,824
+369
+5% +$55.9K 0.04% 163
2025
Q2 		$1.1M Buy
7,455
+606
+9% +$82.7K 0.05% 135
2025
Q1 		$898K Sell
6,849
-160
-2% -$21.6K 0.04% 143
2024
Q4 		$923K Buy
7,009
+910
+15% +$125K 0.05% 130
2024
Q3 		$826K Buy
6,099
+3
+0% +$381 0.05% 135
2024
Q2 		$743K Sell
6,096
-124
-2% -$15.3K 0.05% 125
2024
Q1 		$783K Buy
6,220
+296
+5% +$34.8K 0.06% 117
2023
Q4 		$675K Buy
+5,924
New +$622K 0.06% 101

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Retirement Planning Group (Kansas)'s XLI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q2 2026, selling an estimated $193K and leaving 6,845 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #205.

Retirement Planning Group (Kansas) first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Retirement Planning Group (Kansas) held 6,845 shares of State Street Industrial Select Sector SPDR ETF worth $1.27M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 1,108 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $193K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #205 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Retirement Planning Group (Kansas)'s State Street Industrial Select Sector SPDR ETF position peaked at $1.29M in Q1 2026.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.