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 Q2	$84.3K	Sell	455 -1	-0.2%	-$174	0.01%	431
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 $1.55T 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 Wealth Partners's XLI Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.22% in Q2 2026, selling an estimated $174 and leaving 455 shares worth $84.3K. The position accounts for 0.01% of the portfolio, ranked #431.

Strategic Wealth Partners first reported a position in XLI in Q1 2018 and has held it in 13 quarters since. The position peaked at $345K in Q2 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Strategic Wealth Partners held 455 shares of State Street Industrial Select Sector SPDR ETF worth $84.3K as of Q2 2026.
Strategic Wealth Partners sold 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #431 holding.
Strategic Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $345K in Q2 2025.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.