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

Strategic Financial Partners’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	$3.26M	Sell	20,131 -6,704	-25%	-$1.13M	1.41%	16
2025 Q4	$4.16M	Buy	26,835 +1,773	+7%	+$273K	1.8%	12
2025 Q3	$3.87M	Buy	25,062 +689	+3%	+$104K	1.77%	13
2025 Q2	$3.6M	Buy	+24,373	New	+$3.32M	1.67%	16
2025 Q1	–	Sell	-25,515	Closed	-$3.36M	–	73
2024 Q4	$3.36M	Buy	25,515 +1,835	+8%	+$253K	1.72%	14
2024 Q3	$3.21M	Buy	+23,680	New	+$3.01M	1.64%	15
2024 Q2	–	Sell	-21,016	Closed	-$2.65M	–	74
2024 Q1	$2.65M	Sell	21,016 -911	-4%	-$107K	1.47%	15
2023 Q4	$2.5M	Buy	+21,927	New	+$2.3M	1.45%	16

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

Strategic Financial Partners's XLI Position: Q1 2026 in Review

Strategic Financial Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q1 2026, selling an estimated $1.13M and leaving 20,131 shares worth $3.26M. The position accounts for 1.41% of the portfolio, ranked #16.

Strategic Financial Partners first reported a position in XLI in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.16M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Strategic Financial Partners held 20,131 shares of State Street Industrial Select Sector SPDR ETF worth $3.26M as of Q1 2026.
Strategic Financial Partners sold 6,704 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13M.
State Street Industrial Select Sector SPDR ETF made up 1.41% of Strategic Financial Partners's portfolio in Q1 2026, its #16 holding.
Strategic Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 8 quarters since.
Strategic Financial Partners's State Street Industrial Select Sector SPDR ETF position peaked at $4.16M in Q4 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.