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

Spire 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	$18.4M	Sell	99,489 -750	-0.7%	-$130K	0.56%	42
2026 Q1	$16.2M	Sell	100,239 -7,598	-7%	-$1.28M	0.55%	40
2025 Q4	$16.7M	Sell	107,837 -4,483	-4%	-$690K	0.56%	37
2025 Q3	$17.3M	Sell	112,320 -28,775	-20%	-$4.36M	0.59%	37
2025 Q2	$20.8M	Sell	141,095 -33,959	-19%	-$4.63M	0.75%	28
2025 Q1	$22.9M	Buy	175,054 +5,492	+3%	+$742K	0.73%	26
2024 Q4	$22.3M	Buy	169,562 +8,025	+5%	+$1.11M	0.69%	27
2024 Q3	$21.9M	Sell	161,537 -17,205	-10%	-$2.19M	0.74%	29
2024 Q2	$21.8M	Sell	178,742 -20,784	-10%	-$2.56M	0.77%	26
2024 Q1	$58.4M	Buy	199,526 +10,617	+6%	+$1.25M	1.06%	23
2023 Q4	$21.2M	Buy	188,909 +62,518	+49%	+$6.56M	0.7%	28
2023 Q3	$12.8M	Buy	126,391 +29,121	+30%	+$3.12M	0.49%	50
2023 Q2	$10.4M	Sell	97,270 -8,988	-8%	-$905K	0.39%	58
2023 Q1	$10.8M	Buy	106,258 +32,714	+44%	+$3.29M	0.42%	50
2022 Q4	$7.22M	Sell	73,544 -89	-0.1%	-$8.48K	0.41%	56
2022 Q3	$6.08M	Sell	73,633 -16,537	-18%	-$1.52M	0.37%	67
2022 Q2	$7.88M	Sell	90,170 -79,408	-47%	-$7.49M	0.32%	78
2022 Q1	$16.6M	Sell	169,578 -93,705	-36%	-$9.52M	0.44%	51
2021 Q4	$28M	Buy	263,283 +16,186	+7%	+$1.68M	0.62%	31
2021 Q3	$24.2M	Buy	247,097 +32,336	+15%	+$3.32M	0.64%	32
2021 Q2	$22M	Buy	214,761 +4,538	+2%	+$465K	0.6%	34
2021 Q1	$19.6M	Buy	+210,223	New	+$19.3M	0.52%	38

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

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

Spire Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.75% in Q2 2026, selling an estimated $130K and leaving 99,489 shares worth $18.4M. The position accounts for 0.56% of the portfolio, ranked #42.

Spire Wealth Management first reported a position in XLI in Q1 2021 and has held it in 22 quarters since. The position peaked at $58.4M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Spire Wealth Management held 99,489 shares of State Street Industrial Select Sector SPDR ETF worth $18.4M as of Q2 2026.
Spire Wealth Management sold 750 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $130K.
State Street Industrial Select Sector SPDR ETF made up 0.56% of Spire Wealth Management's portfolio in Q2 2026, its #42 holding.
Spire Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $58.4M 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.