Sequent Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sequent Planning’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	$2.1M	Buy	11,340 +847	+8%	+$147K	0.45%	61
2026 Q1	$1.7M	Sell	10,493 -100	-0.9%	-$16.8K	0.41%	58
2025 Q4	$1.64M	Buy	10,593 +2,215	+26%	+$341K	0.42%	61
2025 Q3	$1.29M	Buy	8,378 +3,971	+90%	+$602K	0.37%	58
2025 Q2	$650K	Buy	4,407 +947	+27%	+$129K	0.21%	78
2025 Q1	$453K	Buy	3,460 +1,048	+43%	+$142K	0.16%	88
2024 Q4	$318K	Buy	2,412 +538	+29%	+$74.2K	0.12%	110
2024 Q3	$254K	Buy	1,874 +137	+8%	+$17.4K	0.09%	125
2024 Q2	$209K	Sell	1,737 -15	-0.9%	-$1.85K	0.07%	133
2024 Q1	$221K	Buy	+1,752	New	+$206K	0.08%	130

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

Sequent Planning's XLI Position: Q2 2026 in Review

Sequent Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.1% in Q2 2026, buying an estimated $147K and bringing the position to 11,340 shares worth $2.1M. The position accounts for 0.45% of the portfolio, ranked #61.

Sequent Planning first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sequent Planning held 11,340 shares of State Street Industrial Select Sector SPDR ETF worth $2.1M as of Q2 2026.
Sequent Planning bought 847 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
State Street Industrial Select Sector SPDR ETF made up 0.45% of Sequent Planning's portfolio in Q2 2026, its #61 holding.
Sequent Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.