Summit Wealth Group (Colorado)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Summit Wealth Group (Colorado)’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	$214K	Buy	+1,153	New	+$200K	0.02%	373

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

Summit Wealth Group (Colorado)'s XLI Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,153 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #373 among its holdings.

1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Summit Wealth Group (Colorado) held 1,153 shares of State Street Industrial Select Sector SPDR ETF worth $214K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #373 holding.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.