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

RWA 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	$653K	Buy	3,526 +647	+22%	+$112K	0.01%	429
2026 Q1	$466K	Buy	2,879 +614	+27%	+$103K	0.01%	463
2025 Q4	$351K	Hold	2,265	–	–	﹤0.01%	494
2025 Q3	$349K	Buy	2,265 +365	+19%	+$55.3K	﹤0.01%	501
2025 Q2	$280K	Hold	1,900	–	–	﹤0.01%	520
2025 Q1	$249K	Hold	1,900	–	–	﹤0.01%	506
2024 Q4	$250K	Hold	1,900	–	–	﹤0.01%	509
2024 Q3	$257K	Sell	1,900 -637	-25%	-$81K	﹤0.01%	503
2024 Q2	$309K	Buy	2,537 +507	+25%	+$62.5K	﹤0.01%	455
2024 Q1	$256K	Sell	2,030 -2,465	-55%	-$290K	﹤0.01%	484
2023 Q4	$512K	Buy	+4,495	New	+$472K	0.01%	378
2023 Q3	–	Sell	-1,900	Closed	-$204K	–	389
2023 Q2	$204K	Buy	+1,900	New	+$191K	﹤0.01%	320
2019 Q2	–	Sell	-19,602	Closed	-$1.47M	–	242
2019 Q1	$1.47M	Buy	+19,602	New	+$1.42M	0.17%	97
2018 Q3	–	Sell	-26,730	Closed	-$1.92M	–	709
2018 Q2	$1.92M	Sell	26,730 -94,618	-78%	-$7.02M	0.21%	100
2018 Q1	$9.02M	Buy	121,348 +20,500	+20%	+$1.58M	1.16%	16
2017 Q4	$7.63M	Sell	100,848 -65,395	-39%	-$4.76M	0.86%	25
2017 Q3	$11.8M	Sell	166,243 -53,757	-24%	-$3.7M	1.33%	13
2017 Q2	$15M	Buy	220,000 +100,576	+84%	+$6.71M	1.84%	9
2017 Q1	$7.77M	Buy	+119,424	New	+$7.72M	1.02%	20

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

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

RWA Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, buying an estimated $112K and bringing the position to 3,526 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #429.

RWA Wealth Partners first reported a position in XLI in Q1 2017 and has held it in 19 quarters since. The position peaked at $15M in Q2 2017. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

RWA Wealth Partners held 3,526 shares of State Street Industrial Select Sector SPDR ETF worth $653K as of Q2 2026.
RWA Wealth Partners bought 647 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #429 holding.
RWA Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 19 quarters since.
RWA Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $15M in Q2 2017.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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