SHP Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SHP Wealth Management’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	$44.8K	Buy	242 +34	+16%	+$5.91K	﹤0.01%	575
2026 Q1	$33.6K	Hold	208	–	–	﹤0.01%	591
2025 Q4	$32.3K	Buy	+208	New	+$32K	﹤0.01%	579

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

SHP Wealth Management's XLI Position: Q2 2026 in Review

SHP Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q2 2026, buying an estimated $5.91K and bringing the position to 242 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

SHP Wealth Management first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

SHP Wealth Management held 242 shares of State Street Industrial Select Sector SPDR ETF worth $44.8K as of Q2 2026.
SHP Wealth Management bought 34 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.91K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #575 holding.
SHP Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.