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Virginia Estate & Retirement Planning Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$96K Buy
+504
New +$87.6K 0.12% 38

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's XLI Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 504 shares worth $96K. The stake represents 0.12% of the portfolio and ranks #38 among its holdings.

1,639 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 504 shares of State Street Industrial Select Sector SPDR ETF worth $96K as of Q2 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.12% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #38 holding.
  • 1,639 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.