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Wagner Wealth Management (South Carolina)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$106K Sell
572
-208
-27% -$36.1K 0.02% 162
2026
Q1 		$126K Buy
780
+2
+0.3% +$336 0.03% 150
2025
Q4 		$121K Buy
778
+316
+68% +$48.6K 0.03% 147
2025
Q3 		$71.2K Buy
462
+2
+0.4% +$303 0.02% 158
2025
Q2 		$67.9K Buy
460
+1
+0.2% +$136 0.02% 159
2025
Q1 		$60.1K Buy
459
+2
+0.4% +$270 0.02% 148
2024
Q4 		$60.2K Buy
457
+2
+0.4% +$276 0.02% 146
2024
Q3 		$61.6K Sell
455
-1,359
-75% -$173K 0.02% 143
2024
Q2 		$221K Buy
1,814
+163
+10% +$20.1K 0.07% 122
2024
Q1 		$208K Buy
1,651
+2
+0.1% +$235 0.06% 125
2023
Q4 		$188K Buy
1,649
+100
+6% +$10.5K 0.06% 126
2023
Q3 		$157K Buy
1,549
+970
+168% +$104K 0.06% 116
2023
Q2 		$62.2K Buy
579
+34
+6% +$3.42K 0.02% 138
2023
Q1 		$55.1K Buy
545
+102
+23% +$10.3K 0.03% 144
2022
Q4 		$43.5K Buy
443
+2
+0.5% +$190 0.03% 155
2022
Q3 		$36K Buy
441
+3
+0.7% +$276 0.03% 242
2022
Q2 		$38K Sell
438
-436
-50% -$41.1K 0.03% 236
2022
Q1 		$90K Buy
874
+439
+101% +$44.6K 0.06% 142
2021
Q4 		$46K Buy
435
+1
+0.2% +$104 0.04% 268
2021
Q3 		$45K Sell
434
-248
-36% -$25.5K 0.04% 256
2021
Q2 		$70K Buy
682
+251
+58% +$25.7K 0.05% 220
2021
Q1 		$42K Buy
431
+1
+0.2% +$92 0.03% 245
2020
Q4 		$38K Buy
+430
New +$36.2K 0.04% 146
2018
Q3 		$12K Hold
152
– – 0.01% 405
2018
Q2 		$11K Hold
152
– – 0.01% 391
2018
Q1 		$11K Hold
152
– – 0.01% 362
2017
Q4 		$12K Buy
+152
New +$11.1K 0.01% 382

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

Wagner Wealth Management (South Carolina)'s XLI Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 27% in Q2 2026, selling an estimated $36.1K and leaving 572 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #162.

Wagner Wealth Management (South Carolina) first reported a position in XLI in Q4 2017 and has held it in 27 quarters since. The position peaked at $221K in Q2 2024. 1,647 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 572 shares of State Street Industrial Select Sector SPDR ETF worth $106K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 208 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #162 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s State Street Industrial Select Sector SPDR ETF position peaked at $221K in Q2 2024.
  • 1,647 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.