Transcendent Capital Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Transcendent Capital Group’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	$2.13M	Buy	+11,477	New	+$1.99M	0.83%	41
2025 Q1	–	Sell	-1,000	Closed	-$132K	–	430
2024 Q4	$132K	Hold	1,000	–	–	0.07%	120
2024 Q3	$135K	Hold	1,000	–	–	0.07%	126
2024 Q2	$122K	Hold	1,000	–	–	0.07%	121
2024 Q1	$126K	Hold	1,000	–	–	0.07%	120
2023 Q4	$114K	Buy	+1,000	New	+$105K	0.08%	100

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

Transcendent Capital Group's XLI Position: Q2 2026 in Review

Transcendent Capital Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 11,477 shares worth $2.13M. The stake represents 0.83% of the portfolio and ranks #41 among its holdings. This is a return to the name: Transcendent Capital Group previously reported a position in XLI as recently as Q4 2024.

Transcendent Capital Group first reported a position in XLI in Q4 2023 and has held it in 6 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Transcendent Capital Group held 11,477 shares of State Street Industrial Select Sector SPDR ETF worth $2.13M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Transcendent Capital Group position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.83% of Transcendent Capital Group's portfolio in Q2 2026, its #41 holding.
Transcendent Capital Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.