SageGuard Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SageGuard Financial Group’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	$4.63M	Buy	24,981 +2,172	+10%	+$377K	0.65%	53
2026 Q1	$3.69M	Buy	22,809 +12,442	+120%	+$2.09M	0.57%	50
2025 Q4	$1.61M	Buy	+10,367	New	+$1.6M	0.26%	72
2021 Q2	–	Sell	-5,675	Closed	-$555K	–	149
2021 Q1	$555K	Buy	+5,675	New	+$520K	0.26%	66

Other funds holding XLI

LPL Financial San Diego, California $445B AUM 25.58% 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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SageGuard Financial Group's XLI Position: Q2 2026 in Review

SageGuard Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.5% in Q2 2026, buying an estimated $377K and bringing the position to 24,981 shares worth $4.63M. The position accounts for 0.65% of the portfolio, ranked #53.

SageGuard Financial Group first reported a position in XLI in Q1 2021 and has held it in 4 quarters since. 1,101 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

SageGuard Financial Group held 24,981 shares of State Street Industrial Select Sector SPDR ETF worth $4.63M as of Q2 2026.
SageGuard Financial Group bought 2,172 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $377K.
State Street Industrial Select Sector SPDR ETF made up 0.65% of SageGuard Financial Group's portfolio in Q2 2026, its #53 holding.
SageGuard Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 4 quarters since.
1,101 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.