Vertex Planning Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vertex Planning Partners’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	$1.07M	Sell	5,799 -97	-2%	-$16.9K	0.16%	63
2026 Q1	$954K	Buy	5,896 +935	+19%	+$157K	0.19%	56
2025 Q4	$770K	Sell	4,961 -19	-0.4%	-$2.92K	0.18%	58
2025 Q3	$768K	Buy	4,980 +395	+9%	+$59.8K	0.15%	88
2025 Q2	$676K	Sell	4,585 -325	-7%	-$44.3K	0.14%	81
2025 Q1	$644K	Sell	4,910 -47	-0.9%	-$6.35K	0.14%	80
2024 Q4	$653K	Buy	4,957 +250	+5%	+$34.5K	0.14%	86
2024 Q3	$638K	Hold	4,707	–	–	0.15%	71
2024 Q2	$574K	Sell	4,707 -43	-0.9%	-$5.3K	0.15%	74
2024 Q1	$598K	Hold	4,750	–	–	0.17%	71
2023 Q4	$541K	Sell	4,750 -66	-1%	-$6.93K	0.16%	75
2023 Q3	$488K	Sell	4,816 -124	-3%	-$13.3K	0.17%	70
2023 Q2	$530K	Hold	4,940	–	–	0.18%	68
2023 Q1	$500K	Buy	4,940 +308	+7%	+$31K	0.19%	63
2022 Q4	$455K	Buy	+4,632	New	+$441K	0.18%	72

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

Vertex Planning Partners's XLI Position: Q2 2026 in Review

Vertex Planning Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, selling an estimated $16.9K and leaving 5,799 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #63.

Vertex Planning Partners first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Vertex Planning Partners held 5,799 shares of State Street Industrial Select Sector SPDR ETF worth $1.07M as of Q2 2026.
Vertex Planning Partners sold 97 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $16.9K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Vertex Planning Partners's portfolio in Q2 2026, its #63 holding.
Vertex Planning Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.