Valley Wealth Managers’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Valley Wealth Managers’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	$80.1K	Hold	495	–	–	0.01%	196
2025 Q4	$76.8K	Buy	495 +13	+3%	+$2K	﹤0.01%	199
2025 Q3	$74.3K	Hold	482	–	–	﹤0.01%	191
2025 Q2	$71.1K	Sell	482 -758	-61%	-$103K	0.01%	187
2025 Q1	$163K	Sell	1,240 -812	-40%	-$110K	0.01%	175
2024 Q4	$270K	Buy	2,052 +808	+65%	+$111K	0.02%	175
2024 Q3	$168K	Sell	1,244 -29	-2%	-$3.69K	0.01%	184
2024 Q2	$155K	Hold	1,273	–	–	0.01%	191
2024 Q1	$160K	Buy	1,273 +8	+0.6%	+$941	0.01%	189
2023 Q4	$144K	Sell	1,265 -200	-14%	-$21K	0.01%	189
2023 Q3	$149K	Sell	1,465 -75	-5%	-$8.03K	0.01%	191
2023 Q2	$165K	Sell	1,540 -14	-0.9%	-$1.41K	0.01%	169
2023 Q1	$157K	Sell	1,554 -406	-21%	-$40.8K	0.01%	172
2022 Q4	$192K	Sell	1,960 -75	-4%	-$7.14K	0.02%	170
2022 Q3	$169K	Sell	2,035 -516	-20%	-$47.5K	0.02%	175
2022 Q2	$223K	Hold	2,551	–	–	0.02%	174
2022 Q1	$263K	Sell	2,551 -568	-18%	-$57.7K	0.02%	169
2021 Q4	$330K	Sell	3,119 -692	-18%	-$71.9K	0.03%	160
2021 Q3	$373K	Sell	3,811 -56	-1%	-$5.75K	0.03%	141
2021 Q2	$396K	Sell	3,867 -3	-0.1%	-$307	0.03%	142
2021 Q1	$381K	Buy	3,870 +319	+9%	+$29.2K	0.03%	138
2020 Q4	$314K	Sell	3,551 -134	-4%	-$11.3K	0.03%	139
2020 Q3	$284K	Buy	3,685 +434	+13%	+$32.5K	0.03%	142
2020 Q2	$223K	Sell	3,251 -136	-4%	-$8.82K	0.03%	154
2020 Q1	$200K	Sell	3,387 -15	-0.4%	-$1.13K	0.03%	158
2019 Q4	$277K	Buy	3,402 +296	+10%	+$23.6K	0.03%	167
2019 Q3	$241K	Sell	3,106 -361	-10%	-$27.7K	0.03%	176
2019 Q2	$268K	Hold	3,467	–	–	0.03%	174
2019 Q1	$260K	Sell	3,467 -626	-15%	-$45.3K	0.03%	186
2018 Q4	$264K	Buy	4,093 +1,384	+51%	+$98.1K	0.03%	146
2018 Q3	$212K	Buy	+2,709	New	+$206K	0.03%	114
2018 Q2	–	Sell	-2,696	Closed	-$200K	–	124
2018 Q1	$200K	Sell	2,696 -100	-4%	-$7.71K	0.02%	117
2017 Q4	$212K	Buy	+2,796	New	+$203K	0.03%	117
2017 Q2	–	Sell	-655	Closed	-$43K	–	184
2017 Q1	$43K	Buy	655 +355	+118%	+$22.9K	0.01%	144
2016 Q4	$19K	Buy	300 +100	+50%	+$6.02K	﹤0.01%	162
2016 Q3	$12K	Buy	+200	New	+$11.6K	﹤0.01%	173
2015 Q3	–	Sell	-5,085	Closed	-$275K	–	98
2015 Q2	$275K	Sell	5,085 -208	-4%	-$11.7K	0.05%	95
2015 Q1	$295K	Buy	5,293 +1,355	+34%	+$76.3K	0.05%	96
2014 Q4	$223K	Sell	3,938 -2,099	-35%	-$115K	0.04%	102
2014 Q3	$321K	Buy	6,037 +25	+0.4%	+$1.34K	0.06%	94
2014 Q2	$325K	Buy	6,012 +1,235	+26%	+$66K	0.06%	101
2014 Q1	$250K	Buy	4,777 +221	+5%	+$11.4K	0.05%	96
2013 Q4	$238K	Sell	4,556 -225	-5%	-$11.1K	0.05%	96
2013 Q3	$222K	Buy	+4,781	New	+$216K	0.05%	97

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

Valley Wealth Managers's XLI Position: Q1 2026 in Review

Valley Wealth Managers held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 495 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #196.

Valley Wealth Managers first reported a position in XLI in Q3 2013 and has held it in 44 quarters since. The position peaked at $396K in Q2 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Valley Wealth Managers held 495 shares of State Street Industrial Select Sector SPDR ETF worth $80.1K as of Q1 2026.
Valley Wealth Managers left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #196 holding.
Valley Wealth Managers first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 44 quarters since.
Valley Wealth Managers's State Street Industrial Select Sector SPDR ETF position peaked at $396K in Q2 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.