SWMG LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SWMG LLC’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	$261K	Sell	1,447 -34	-2%	-$5.91K	0.06%	91
2026 Q1	$240K	Sell	1,481 -27	-2%	-$4.53K	0.07%	106
2025 Q4	$261K	Sell	1,508 -773	-34%	-$119K	0.07%	101
2025 Q3	$353K	Sell	2,281 -29	-1%	-$4.39K	0.11%	86
2025 Q2	$357K	Buy	2,310 +217	+10%	+$29.6K	0.12%	86
2025 Q1	$270K	Sell	2,093 -493	-19%	-$66.6K	0.11%	99
2024 Q4	$363K	Sell	2,586 -71	-3%	-$9.79K	0.14%	89
2024 Q3	$378K	Buy	2,657 +111	+4%	+$14.1K	0.16%	88
2024 Q2	$310K	Buy	2,546 +215	+9%	+$26.5K	0.14%	77
2024 Q1	$294K	Sell	2,331 -1,425	-38%	-$168K	0.13%	87
2023 Q4	$428K	Buy	3,756 +63	+2%	+$6.61K	0.2%	64
2023 Q3	$374K	Buy	3,693 +415	+13%	+$44.4K	0.2%	69
2023 Q2	$352K	Buy	3,278 +258	+9%	+$26K	0.18%	63
2023 Q1	$306K	Buy	+3,020	New	+$304K	0.17%	70

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

SWMG LLC's XLI Position: Q2 2026 in Review

SWMG LLC reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.3% in Q2 2026, selling an estimated $5.91K and leaving 1,447 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #91.

SWMG LLC first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $428K in Q4 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

SWMG LLC held 1,447 shares of State Street Industrial Select Sector SPDR ETF worth $261K as of Q2 2026.
SWMG LLC sold 34 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.91K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of SWMG LLC's portfolio in Q2 2026, its #91 holding.
SWMG LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
SWMG LLC's State Street Industrial Select Sector SPDR ETF position peaked at $428K in Q4 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.