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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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. 559 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.
559 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.