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

Stone Summit 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 Q1	$286K	Buy	1,770 +50	+3%	+$8.39K	0.08%	125
2025 Q4	$267K	Sell	1,720 -15	-0.9%	-$2.31K	0.07%	134
2025 Q3	$268K	Sell	1,735 -110	-6%	-$16.7K	0.08%	131
2025 Q2	$272K	Sell	1,845 -145	-7%	-$19.8K	0.08%	129
2025 Q1	$261K	Sell	1,990 -10	-0.5%	-$1.35K	0.09%	130
2024 Q4	$264K	Sell	2,000 -5	-0.2%	-$689	0.09%	127
2024 Q3	$272K	Sell	2,005 -23	-1%	-$2.92K	0.09%	129
2024 Q2	$247K	Sell	2,028 -98	-5%	-$12.1K	0.09%	131
2024 Q1	$268K	Sell	2,126 -37	-2%	-$4.35K	0.09%	129
2023 Q4	$247K	Buy	+2,163	New	+$227K	0.09%	132

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stone Summit Wealth's XLI Position: Q1 2026 in Review

Stone Summit Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.9% in Q1 2026, buying an estimated $8.39K and bringing the position to 1,770 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #125.

Stone Summit Wealth first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Stone Summit Wealth held 1,770 shares of State Street Industrial Select Sector SPDR ETF worth $286K as of Q1 2026.
Stone Summit Wealth bought 50 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $8.39K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #125 holding.
Stone Summit Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.