Spartan Planning & Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Spartan Planning & 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	$276K	Sell	1,492 -165	-10%	-$28.7K	0.18%	65
2026 Q1	$268K	Buy	1,657 +177	+12%	+$29.7K	0.2%	57
2025 Q4	$230K	Sell	1,480 -323	-18%	-$49.7K	0.17%	74
2025 Q3	$278K	Sell	1,803 -464	-20%	-$70.3K	0.22%	67
2025 Q2	$334K	Buy	+2,267	New	+$309K	0.29%	59
2025 Q1	–	Sell	-2,234	Closed	-$294K	–	82
2024 Q4	$294K	Buy	+2,234	New	+$308K	0.27%	57
2023 Q4	$77.6K	Buy	681 +368	+118%	+$38.6K	0.08%	111
2023 Q3	$31.7K	Buy	+313	New	+$33.5K	0.04%	96

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

Spartan Planning & Wealth Management's XLI Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2026, selling an estimated $28.7K and leaving 1,492 shares worth $276K. The position accounts for 0.18% of the portfolio, ranked #65.

Spartan Planning & Wealth Management first reported a position in XLI in Q3 2023 and has held it in 8 quarters since. The position peaked at $334K in Q2 2025. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Spartan Planning & Wealth Management held 1,492 shares of State Street Industrial Select Sector SPDR ETF worth $276K as of Q2 2026.
Spartan Planning & Wealth Management sold 165 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $28.7K.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #65 holding.
Spartan Planning & Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $334K in Q2 2025.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.