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

Straight Path 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	$391K	Buy	2,113 +196	+10%	+$34.1K	0.09%	81
2026 Q1	$310K	Buy	1,917 +101	+6%	+$17K	0.08%	91
2025 Q4	$282K	Buy	1,816 +4	+0.2%	+$615	0.08%	101
2025 Q3	$280K	Buy	1,812 +4	+0.2%	+$606	0.08%	108
2025 Q2	$267K	Buy	1,808 +4	+0.2%	+$546	0.09%	95
2025 Q1	$236K	Sell	1,804 -93	-5%	-$12.6K	0.1%	88
2024 Q4	$250K	Buy	1,897 +7	+0.4%	+$965	0.1%	82
2024 Q3	$256K	Buy	1,890 +9	+0.5%	+$1.14K	0.11%	82
2024 Q2	$229K	Buy	1,881 +95	+5%	+$11.7K	0.12%	82
2024 Q1	$225K	Buy	1,786 +13	+0.7%	+$1.53K	0.13%	79
2023 Q4	$202K	Buy	+1,773	New	+$186K	0.12%	85

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

Straight Path Wealth Management's XLI Position: Q2 2026 in Review

Straight Path Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,113 shares worth $391K. The position accounts for 0.09% of the portfolio, ranked #81.

Straight Path Wealth Management 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.

Straight Path Wealth Management held 2,113 shares of State Street Industrial Select Sector SPDR ETF worth $391K as of Q2 2026.
Straight Path Wealth Management bought 196 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.1K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Straight Path Wealth Management's portfolio in Q2 2026, its #81 holding.
Straight Path Wealth Management 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 Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.