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

Waterfront Wealth’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 Q3	$227K	Hold	1,362	–	–	0.04%	287
2026 Q2	$248K	Hold	1,362	–	–	0.04%	274
2026 Q1	$220K	Hold	1,362	–	–	0.04%	271
2025 Q4	$224K	Sell	1,362 -17	-1%	-$2.62K	0.04%	257
2025 Q3	$211K	Hold	1,379	–	–	0.04%	258
2025 Q2	$203K	Buy	+1,379	New	+$188K	0.05%	253

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Waterfront Wealth's XLI Position: Q3 2026 in Review

Waterfront Wealth held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 1,362 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #287.

Waterfront Wealth first reported a position in XLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $248K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Waterfront Wealth held 1,362 shares of State Street Industrial Select Sector SPDR ETF worth $227K as of Q3 2026.
Waterfront Wealth left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Waterfront Wealth's portfolio in Q3 2026, its #287 holding.
Waterfront Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
Waterfront Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $248K in Q2 2026.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.