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 Q2	$4.66M	Buy	25,133 +303	+1%	+$52.7K	1.64%	11
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 $1.55T 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

Vivid Wealth Management's XLI Position: Q2 2026 in Review

Vivid Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q2 2026, buying an estimated $52.7K and bringing the position to 25,133 shares worth $4.66M. The position accounts for 1.64% of the portfolio, ranked #11.

Vivid Wealth Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.98M in Q3 2024. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Vivid Wealth Management held 25,133 shares of State Street Industrial Select Sector SPDR ETF worth $4.66M as of Q2 2026.
Vivid Wealth Management bought 303 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $52.7K.
State Street Industrial Select Sector SPDR ETF made up 1.64% of Vivid Wealth Management's portfolio in Q2 2026, its #11 holding.
Vivid Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Vivid Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $4.98M in Q3 2024.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.