Tanglewood Legacy Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tanglewood Legacy Advisors’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	$99.1K	Hold	535	–	–	0.03%	133
2026 Q1	$86.5K	Hold	535	–	–	0.03%	136
2025 Q4	$83K	Hold	535	–	–	0.03%	138
2025 Q3	$82.5K	Hold	535	–	–	0.03%	139
2025 Q2	$78.9K	Hold	535	–	–	0.03%	144
2025 Q1	$70.1K	Hold	535	–	–	0.03%	152
2024 Q4	$70.5K	Hold	535	–	–	0.03%	148
2024 Q3	$72.5K	Hold	535	–	–	0.03%	138
2024 Q2	$65.2K	Hold	535	–	–	0.03%	141
2024 Q1	$67.4K	Hold	535	–	–	0.03%	141
2023 Q4	$61K	Hold	535	–	–	0.03%	137
2023 Q3	$54.2K	Hold	535	–	–	0.03%	147
2023 Q2	$57.4K	Hold	535	–	–	0.03%	149
2023 Q1	$54.1K	Hold	535	–	–	0.03%	145
2022 Q4	$52.5K	Buy	+535	New	+$50.9K	0.04%	128

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

Tanglewood Legacy Advisors's XLI Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 535 shares worth $99.1K. The position accounts for 0.03% of the portfolio, ranked #133.

Tanglewood Legacy Advisors first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Tanglewood Legacy Advisors held 535 shares of State Street Industrial Select Sector SPDR ETF worth $99.1K as of Q2 2026.
Tanglewood Legacy Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #133 holding.
Tanglewood Legacy Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.