Total Wealth Planning & Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Total Wealth Planning & Management’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	$239K	Buy	+1,290	New	+$224K	0.16%	189
2025 Q2	$220K	Buy	+1,491	New	+$203K	0.18%	186

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

Total Wealth Planning & Management's XLI Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,290 shares worth $239K. The stake represents 0.16% of the portfolio and ranks #189 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in XLI as recently as Q2 2025.

Total Wealth Planning & Management first reported a position in XLI in Q2 2025 and has held it in 2 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Total Wealth Planning & Management held 1,290 shares of State Street Industrial Select Sector SPDR ETF worth $239K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #189 holding.
Total Wealth Planning & Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.