Turning Point Benefit Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Turning Point Benefit 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 Q1	–	Sell	-7	Closed	-$1.09K	–	810
2025 Q4	$1.09K	Hold	7	–	–	﹤0.01%	550
2025 Q3	$1.08K	Buy	+7	New	+$1.06K	﹤0.01%	384

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Turning Point Benefit Group's XLI Position: Q1 2026 in Review

Turning Point Benefit Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 7 shares — an estimated $1.09K sold.

Turning Point Benefit Group first reported a position in XLI in Q3 2025 and held it in 2 quarters. The position peaked at $1.09K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Turning Point Benefit Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 7 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.09K.
Turning Point Benefit Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.09K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.