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 Q2	$361K	Buy	1,950 +180	+10%	+$31.3K	0.09%	118
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 $1.55T 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

Stone Summit Wealth's XLI Position: Q2 2026 in Review

Stone Summit Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2026, buying an estimated $31.3K and bringing the position to 1,950 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #118.

Stone Summit Wealth first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Stone Summit Wealth held 1,950 shares of State Street Industrial Select Sector SPDR ETF worth $361K as of Q2 2026.
Stone Summit Wealth bought 180 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.3K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Stone Summit Wealth's portfolio in Q2 2026, its #118 holding.
Stone Summit Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.