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 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 $1.37T 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

Vertex Planning Partners's XLI Position: Q1 2026 in Review

Vertex Planning Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 19% in Q1 2026, buying an estimated $157K and bringing the position to 5,896 shares worth $954K. The position accounts for 0.19% of the portfolio, ranked #56.

Vertex Planning Partners first reported a position in XLI in Q4 2022 and has held it in 14 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Vertex Planning Partners held 5,896 shares of State Street Industrial Select Sector SPDR ETF worth $954K as of Q1 2026.
Vertex Planning Partners bought 935 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $157K.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Vertex Planning Partners's portfolio in Q1 2026, its #56 holding.
Vertex Planning Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.