Second Half Financial Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Second Half Financial 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	–	Sell	-3,319	Closed	-$537K	–	120
2026 Q1	$537K	Buy	3,319 +1,244	+60%	+$209K	0.24%	51
2025 Q4	$322K	Sell	2,075 -1,429	-41%	-$220K	0.14%	62
2025 Q3	$540K	Sell	3,504 -19	-0.5%	-$2.88K	0.24%	45
2025 Q2	$520K	Sell	3,523 -41	-1%	-$5.59K	0.24%	41
2025 Q1	$467K	Buy	+3,564	New	+$482K	0.23%	51
2024 Q3	–	Sell	-3,705	Closed	-$452K	–	99
2024 Q2	$452K	Buy	+3,705	New	+$457K	0.36%	26

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

Second Half Financial Partners's XLI Position: Q2 2026 in Review

Second Half Financial Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 3,319 shares — an estimated $537K sold.

Second Half Financial Partners first reported a position in XLI in Q2 2024 and held it in 6 quarters. The position peaked at $540K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Second Half Financial Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Second Half Financial Partners sold 3,319 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $537K.
Second Half Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Second Half Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $540K in Q3 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.