Strategic Financial Concepts’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Strategic Financial Concepts’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	$865K	Sell	4,671 -896	-16%	-$156K	0.26%	87
2026 Q1	$900K	Buy	+5,567	New	+$934K	0.22%	104
2025 Q4	–	Sell	-4,500	Closed	-$694K	–	309
2025 Q3	$694K	Sell	4,500 -457	-9%	-$69.2K	0.1%	108
2025 Q2	$731K	Sell	4,957 -960	-16%	-$131K	0.1%	112
2025 Q1	$776K	Sell	5,917 -269	-4%	-$36.4K	0.15%	143
2024 Q4	$815K	Buy	6,186 +1,878	+44%	+$259K	0.16%	135
2024 Q3	$583K	Sell	4,308 -501,469	-99%	-$63.7M	0.19%	104
2024 Q2	$120K	Buy	505,777 +500,858	+10,182%	+$61.7M	0.07%	162
2024 Q1	$620K	Buy	+4,919	New	+$579K	0.15%	147
2023 Q4	–	Sell	-12,725	Closed	-$1.29M	–	274
2023 Q3	$1.29M	Sell	12,725 -469	-4%	-$50.2K	0.44%	60
2023 Q2	$1.42M	Buy	+13,194	New	+$1.33M	0.52%	56

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

Strategic Financial Concepts's XLI Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q2 2026, selling an estimated $156K and leaving 4,671 shares worth $865K. The position accounts for 0.26% of the portfolio, ranked #87.

Strategic Financial Concepts first reported a position in XLI in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q2 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Strategic Financial Concepts held 4,671 shares of State Street Industrial Select Sector SPDR ETF worth $865K as of Q2 2026.
Strategic Financial Concepts sold 896 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $156K.
State Street Industrial Select Sector SPDR ETF made up 0.26% of Strategic Financial Concepts's portfolio in Q2 2026, its #87 holding.
Strategic Financial Concepts first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's State Street Industrial Select Sector SPDR ETF position peaked at $1.42M in Q2 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.