Successful Portfolios’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Successful Portfolios’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	$2.05M	Sell	11,309 -5	-0%	-$869	0.96%	25
2026 Q1	$1.8M	Sell	11,314 -15	-0.1%	-$2.52K	0.99%	25
2025 Q4	$1.83M	Sell	11,329 -59	-0.5%	-$9.08K	0.93%	25
2025 Q3	$1.76M	Sell	11,388 -16	-0.1%	-$2.42K	1.03%	24
2025 Q2	$1.68M	Sell	11,404 -24	-0.2%	-$3.27K	1.03%	23
2025 Q1	$1.5M	Sell	11,428 -21	-0.2%	-$2.84K	1.02%	25
2024 Q4	$1.51M	Sell	11,449 -18	-0.2%	-$2.48K	1.01%	26
2024 Q3	$1.55M	Sell	11,467 -48	-0.4%	-$6.1K	1.05%	26
2024 Q2	$1.4M	Sell	11,515 -36	-0.3%	-$4.44K	0.98%	27
2024 Q1	$1.45M	Sell	11,551 -127	-1%	-$14.9K	0.99%	25
2023 Q4	$1.33M	Sell	11,678 -86	-0.7%	-$9.03K	0.99%	27
2023 Q3	$1.19M	Buy	11,764 +38	+0.3%	+$4.07K	1.06%	23
2023 Q2	$1.26M	Sell	11,726 -566	-5%	-$57K	1.08%	23
2023 Q1	$1.24M	Buy	12,292 +41	+0.3%	+$4.12K	0.78%	31
2022 Q4	$1.2M	Sell	12,251 -13	-0.1%	-$1.24K	0.78%	33
2022 Q3	$1.02M	Sell	12,264 -135	-1%	-$12.4K	0.74%	32
2022 Q2	$1.08M	Sell	12,399 -26	-0.2%	-$2.45K	0.73%	34
2022 Q1	$1.28M	Sell	12,425 -338	-3%	-$34.3K	0.73%	32
2021 Q4	$1.35M	Buy	12,763 +80	+0.6%	+$8.31K	0.73%	33
2021 Q3	$1.24M	Buy	12,683 +186	+1%	+$19.1K	0.74%	34
2021 Q2	$1.28M	Sell	12,497 -7	-0.1%	-$717	0.78%	31
2021 Q1	$1.23M	Sell	12,504 -907	-7%	-$83.1K	0.81%	32
2020 Q4	$1.19M	Sell	13,411 -55	-0.4%	-$4.63K	0.85%	28
2020 Q3	$1.04M	Sell	13,466 -39	-0.3%	-$2.92K	0.83%	28
2020 Q2	$928K	Sell	13,505 -450	-3%	-$29.2K	0.82%	30
2020 Q1	$824K	Buy	13,955 +1,610	+13%	+$121K	0.83%	30
2019 Q4	$1.01M	Sell	12,345 -758	-6%	-$60.5K	0.9%	27
2019 Q3	$1.02M	Sell	13,103 -67	-0.5%	-$5.14K	0.96%	28
2019 Q2	$1.02M	Sell	13,170 -633	-5%	-$48.1K	1.09%	21
2019 Q1	$1.04M	Sell	13,803 -1,810	-12%	-$131K	1.13%	19
2018 Q4	$1.01M	Sell	15,613 -254	-2%	-$18K	1.29%	17
2018 Q3	$1.24M	Sell	15,867 -199	-1%	-$15.2K	1.35%	17
2018 Q2	$1.15M	Sell	16,066 -276	-2%	-$20.5K	1.34%	17
2018 Q1	$1.21M	Buy	16,342 +29	+0.2%	+$2.23K	1.47%	16
2017 Q4	$1.23M	Buy	+16,313	New	+$1.19M	1.53%	17

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

Successful Portfolios's XLI Position: Q2 2026 in Review

Successful Portfolios reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.04% in Q2 2026, selling an estimated $869 and leaving 11,309 shares worth $2.05M. The position accounts for 0.96% of the portfolio, ranked #25.

Successful Portfolios first reported a position in XLI in Q4 2017 and has held it in 35 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Successful Portfolios held 11,309 shares of State Street Industrial Select Sector SPDR ETF worth $2.05M as of Q2 2026.
Successful Portfolios sold 5 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $869.
State Street Industrial Select Sector SPDR ETF made up 0.96% of Successful Portfolios's portfolio in Q2 2026, its #25 holding.
Successful Portfolios first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.