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

Simplicity Wealth’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	$3.37M	Buy	18,193 +11,863	+187%	+$2.06M	0.11%	186
2026 Q1	$1.02M	Buy	6,330 +2,625	+71%	+$441K	0.06%	291
2025 Q4	$575K	Sell	3,705 -1,996	-35%	-$307K	0.03%	396
2025 Q3	$879K	Buy	5,701 +801	+16%	+$121K	0.05%	322
2025 Q2	$723K	Buy	4,900 +570	+13%	+$77.8K	0.03%	390
2025 Q1	$568K	Buy	4,330 +807	+23%	+$109K	0.04%	324
2024 Q4	$464K	Sell	3,523 -1,530	-30%	-$211K	0.1%	176
2024 Q3	$684K	Sell	5,053 -3,830	-43%	-$487K	0.06%	244
2024 Q2	$1.08M	Sell	8,883 -27,362	-75%	-$3.37M	0.02%	506
2024 Q1	$4.57M	Buy	+36,245	New	+$4.27M	0.11%	188
2022 Q4	–	Sell	-7,719	Closed	-$639K	–	97
2022 Q3	$639K	Buy	7,719 +22	+0.3%	+$2.02K	0.86%	38
2022 Q2	$672K	Sell	7,697 -2,804	-27%	-$264K	0.98%	33
2022 Q1	$1.08M	Sell	10,501 -20,981	-67%	-$2.13M	1.05%	28
2021 Q4	$3.33M	Buy	+31,482	New	+$3.27M	1.8%	23

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

Simplicity Wealth's XLI Position: Q2 2026 in Review

Simplicity Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 187% in Q2 2026, buying an estimated $2.06M and bringing the position to 18,193 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #186.

Simplicity Wealth first reported a position in XLI in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Simplicity Wealth held 18,193 shares of State Street Industrial Select Sector SPDR ETF worth $3.37M as of Q2 2026.
Simplicity Wealth bought 11,863 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.06M.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Simplicity Wealth's portfolio in Q2 2026, its #186 holding.
Simplicity Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Simplicity Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $4.57M in Q1 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.