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

SteelPeak 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	$452K	Sell	2,439 -65,393	-96%	-$11.4M	0.01%	446
2026 Q1	$11M	Buy	67,832 +41,036	+153%	+$6.89M	0.34%	76
2025 Q4	$4.16M	Sell	26,796 -2,783	-9%	-$428K	0.14%	115
2025 Q3	$4.56M	Buy	29,579 +25,668	+656%	+$3.89M	0.15%	107
2025 Q2	$577K	Sell	3,911 -363	-8%	-$49.5K	0.02%	344
2025 Q1	$560K	Sell	4,274 -134	-3%	-$18.1K	0.02%	328
2024 Q4	$581K	Sell	4,408 -11,404	-72%	-$1.57M	0.02%	324
2024 Q3	$2.14M	Buy	15,812 +12,192	+337%	+$1.55M	0.09%	166
2024 Q2	$441K	Buy	3,620 +46	+1%	+$5.67K	0.02%	326
2024 Q1	$450K	Sell	3,574 -7,520	-68%	-$885K	0.02%	316
2023 Q4	$1.26M	Sell	11,094 -30,486	-73%	-$3.2M	0.07%	182
2023 Q3	$4.22M	Buy	41,580 +37,954	+1,047%	+$4.06M	0.26%	77
2023 Q2	$389K	Buy	+3,626	New	+$365K	0.02%	283
2023 Q1	–	Sell	-2,058	Closed	-$202K	–	475
2022 Q4	$202K	Buy	+2,058	New	+$196K	0.01%	370
2022 Q2	–	Sell	-2,058	Closed	-$212K	–	492
2022 Q1	$212K	Buy	2,058 +34	+2%	+$3.45K	0.01%	391
2021 Q4	$214K	Sell	2,024 -20	-1%	-$2.08K	0.01%	377
2021 Q3	$200K	Hold	2,044	–	–	0.01%	397
2021 Q2	$209K	Buy	+2,044	New	+$209K	0.01%	392

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

SteelPeak Wealth's XLI Position: Q2 2026 in Review

SteelPeak Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 96% in Q2 2026, selling an estimated $11.4M and leaving 2,439 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #446.

SteelPeak Wealth first reported a position in XLI in Q2 2021 and has held it in 18 quarters since. The position peaked at $11M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

SteelPeak Wealth held 2,439 shares of State Street Industrial Select Sector SPDR ETF worth $452K as of Q2 2026.
SteelPeak Wealth sold 65,393 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.4M.
State Street Industrial Select Sector SPDR ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #446 holding.
SteelPeak Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
SteelPeak Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $11M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.