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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
2025
Q2 		$220K Buy
+1,491
New +$203K 0.18% 186

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Total Wealth Planning & Management's XLI Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025: 1,491 shares worth $220K. The stake represents 0.18% of the portfolio and ranks #186 among its holdings.

1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

  • Total Wealth Planning & Management held 1,491 shares of State Street Industrial Select Sector SPDR ETF worth $220K as of Q2 2025.
  • State Street Industrial Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q2 2025.
  • State Street Industrial Select Sector SPDR ETF made up 0.18% of Total Wealth Planning & Management's portfolio in Q2 2025, its #186 holding.
  • 1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.