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United Financial Planning Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

United Financial Planning 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
-100
Closed -$15.5K – 645
2025
Q4 		$15.5K Buy
+100
New +$15.4K 0.01% 167

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Financial Planning Group's XLI Position: Q1 2026 in Review

United Financial Planning Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 100 shares — an estimated $15.5K sold.

United Financial Planning Group first reported a position in XLI in Q4 2025 and held it in 1 quarter. The position peaked at $15.5K in Q4 2025. 1,570 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • United Financial Planning Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 100 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $15.5K.
  • United Financial Planning Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's State Street Industrial Select Sector SPDR ETF position peaked at $15.5K in Q4 2025.
  • 1,570 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.