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

Summit 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	$704K	Buy	3,801 +276	+8%	+$48K	0.1%	141
2026 Q1	$570K	Buy	+3,525	New	+$592K	0.09%	149

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 Partners's XLI Position: Q2 2026 in Review

Summit Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.8% in Q2 2026, buying an estimated $48K and bringing the position to 3,801 shares worth $704K. The position accounts for 0.1% of the portfolio, ranked #141.

Summit Wealth Partners first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Summit Wealth Partners held 3,801 shares of State Street Industrial Select Sector SPDR ETF worth $704K as of Q2 2026.
Summit Wealth Partners bought 276 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $48K.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #141 holding.
Summit Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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