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 Q2	$5.04M	Buy	27,227 +7,096	+35%	+$1.23M	1.9%	14
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 $1.55T 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 Partners's XLI Position: Q2 2026 in Review

Strategic Financial Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 35% in Q2 2026, buying an estimated $1.23M and bringing the position to 27,227 shares worth $5.04M. The position accounts for 1.9% of the portfolio, ranked #14.

Strategic Financial Partners first reported a position in XLI in Q4 2023 and has held it in 9 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Strategic Financial Partners held 27,227 shares of State Street Industrial Select Sector SPDR ETF worth $5.04M as of Q2 2026.
Strategic Financial Partners bought 7,096 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.23M.
State Street Industrial Select Sector SPDR ETF made up 1.9% of Strategic Financial Partners's portfolio in Q2 2026, its #14 holding.
Strategic Financial Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.