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

Strategic Wealth 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	$73.7K	Buy	456 +28	+7%	+$4.7K	0.01%	441
2025 Q4	$66.4K	Buy	428 +338	+376%	+$52K	﹤0.01%	468
2025 Q3	$13.9K	Sell	90 -2,251	-96%	-$341K	﹤0.01%	822
2025 Q2	$345K	Buy	+2,341	New	+$319K	0.03%	256
2024 Q4	$273K	Buy	+1,981	New	+$273K	0.02%	275
2019 Q4	–	Sell	-179	Closed	-$13	–	520
2019 Q3	$13	Hold	179	–	–	﹤0.01%	484
2019 Q2	$13K	Hold	179	–	–	0.01%	461
2019 Q1	$14K	Sell	179 -44	-20%	-$3.19K	0.01%	451
2018 Q4	$15K	Sell	223 -922	-81%	-$65.3K	0.01%	398
2018 Q3	$90K	Buy	1,145 +97	+9%	+$7.39K	0.05%	185
2018 Q2	$75K	Buy	1,048 +159	+18%	+$11.8K	0.04%	219
2018 Q1	$66K	Buy	+889	New	+$68.5K	0.03%	224

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 Wealth Partners's XLI Position: Q1 2026 in Review

Strategic Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.5% in Q1 2026, buying an estimated $4.7K and bringing the position to 456 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #441.

Strategic Wealth Partners first reported a position in XLI in Q1 2018 and has held it in 12 quarters since. The position peaked at $345K in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Strategic Wealth Partners held 456 shares of State Street Industrial Select Sector SPDR ETF worth $73.7K as of Q1 2026.
Strategic Wealth Partners bought 28 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.7K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #441 holding.
Strategic Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Strategic Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $345K in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.