Vivid Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Vivid Wealth Management’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	$4.02M	Sell	24,830 -1,811	-7%	-$304K	1.62%	9
2025 Q4	$4.13M	Sell	26,641 -188	-0.7%	-$28.9K	1.61%	10
2025 Q3	$4.14M	Sell	26,829 -2,661	-9%	-$403K	1.64%	10
2025 Q2	$4.35M	Sell	29,490 -4,964	-14%	-$677K	1.91%	9
2025 Q1	$4.52M	Sell	34,454 -744	-2%	-$101K	2.26%	7
2024 Q4	$4.64M	Sell	35,198 -1,569	-4%	-$216K	2.35%	8
2024 Q3	$4.98M	Buy	36,767 +1,823	+5%	+$232K	2.6%	7
2024 Q2	$4.26M	Sell	34,944 -101	-0.3%	-$12.4K	2.38%	8
2024 Q1	$4.41M	Buy	35,045 +87	+0.2%	+$10.2K	2.76%	10
2023 Q4	$3.98M	Buy	+34,958	New	+$3.67M	2.71%	10

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

Vivid Wealth Management's XLI Position: Q1 2026 in Review

Vivid Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.8% in Q1 2026, selling an estimated $304K and leaving 24,830 shares worth $4.02M. The position accounts for 1.62% of the portfolio, ranked #9.

Vivid Wealth Management first reported a position in XLI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.98M in Q3 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Vivid Wealth Management held 24,830 shares of State Street Industrial Select Sector SPDR ETF worth $4.02M as of Q1 2026.
Vivid Wealth Management sold 1,811 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $304K.
State Street Industrial Select Sector SPDR ETF made up 1.62% of Vivid Wealth Management's portfolio in Q1 2026, its #9 holding.
Vivid Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Vivid Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.98M in Q3 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.