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 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 $1.37T 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

Straight Path Wealth Management's XLI Position: Q1 2026 in Review

Straight Path Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.6% in Q1 2026, buying an estimated $17K and bringing the position to 1,917 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #91.

Straight Path Wealth Management 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.

Straight Path Wealth Management held 1,917 shares of State Street Industrial Select Sector SPDR ETF worth $310K as of Q1 2026.
Straight Path Wealth Management bought 101 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $17K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q1 2026, its #91 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 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 Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.