Tiller Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Tiller Private Wealth’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	$526K	Sell	2,840 -30	-1%	-$5.21K	0.16%	28
2026 Q1	$464K	Buy	2,870 +20	+0.7%	+$3.36K	0.16%	30
2025 Q4	$442K	Buy	2,850 +85	+3%	+$13.1K	0.16%	32
2025 Q3	$426K	Hold	2,765	–	–	0.15%	36
2025 Q2	$408K	Buy	2,765 +125	+5%	+$17.1K	0.16%	34
2025 Q1	$346K	Sell	2,640 -80	-3%	-$10.8K	0.14%	39
2024 Q4	$358K	Buy	2,720 +1,160	+74%	+$160K	0.15%	35
2024 Q3	$211K	Buy	+1,560	New	+$198K	0.09%	56

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

Tiller Private Wealth's XLI Position: Q2 2026 in Review

Tiller Private Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1% in Q2 2026, selling an estimated $5.21K and leaving 2,840 shares worth $526K. The position accounts for 0.16% of the portfolio, ranked #28.

Tiller Private Wealth first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Tiller Private Wealth held 2,840 shares of State Street Industrial Select Sector SPDR ETF worth $526K as of Q2 2026.
Tiller Private Wealth sold 30 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.21K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Tiller Private Wealth's portfolio in Q2 2026, its #28 holding.
Tiller Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.