WBH Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WBH Advisory’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	$14.3M	Sell	86,728 -4,191	-5%	-$703K	1.07%	28
2025 Q4	$14.1M	Sell	90,919 -2,735	-3%	-$421K	1.04%	29
2025 Q3	$14.4M	Buy	93,654 +8,404	+10%	+$1.27M	1.1%	28
2025 Q2	$12.6M	Buy	85,250 +501	+0.6%	+$68.3K	1.07%	27
2025 Q1	$11.1M	Buy	84,749 +14,175	+20%	+$1.92M	1.04%	29
2024 Q4	$9.3M	Sell	70,574 -7,892	-10%	-$1.09M	0.86%	32
2024 Q3	$10.6M	Sell	78,466 -8,973	-10%	-$1.14M	1.01%	30
2024 Q2	$10.7M	Buy	87,439 +319	+0.4%	+$39.3K	1.08%	29
2024 Q1	$11M	Buy	87,120 +13,485	+18%	+$1.59M	1.13%	26
2023 Q4	$8.39M	Sell	73,635 -460	-0.6%	-$48.3K	0.93%	31
2023 Q3	$7.51M	Sell	74,095 -1,800	-2%	-$193K	0.92%	33
2023 Q2	$8.15M	Buy	75,895 +7,668	+11%	+$772K	0.97%	30
2023 Q1	$6.9M	Buy	+68,227	New	+$6.86M	0.86%	33
2022 Q3	$6.71M	Buy	81,064 +6,707	+9%	+$617K	0.97%	29
2022 Q2	$6.49M	Sell	74,357 -22,615	-23%	-$2.13M	0.87%	36
2022 Q1	$9.48M	Buy	96,972 +8,952	+10%	+$909K	1.16%	21
2021 Q4	$9.31M	Buy	88,020 +8,373	+11%	+$870K	1.06%	24
2021 Q3	$7.79M	Buy	79,647 +21,872	+38%	+$2.25M	1.05%	24
2021 Q2	$5.98M	Buy	57,775 +8,875	+18%	+$909K	0.88%	32
2021 Q1	$4.81M	Buy	48,900 +649	+1%	+$59.4K	0.78%	33
2020 Q4	$4.33M	Sell	48,251 -408	-0.8%	-$34.4K	0.74%	35
2020 Q3	$3.75M	Buy	48,659 +3,518	+8%	+$263K	0.76%	36
2020 Q2	$3.1M	Sell	45,141 -23,307	-34%	-$1.51M	0.75%	37
2020 Q1	$4.04K	Sell	68,448 -2,287	-3%	-$172K	0.95%	21
2019 Q4	$5.76M	Buy	70,735 +1,195	+2%	+$95.4K	1.18%	20
2019 Q3	$5.4M	Buy	69,540 +1,029	+2%	+$78.9K	1.21%	18
2019 Q2	$5.3M	Sell	68,511 -430	-0.6%	-$32.7K	1.23%	18
2019 Q1	$5.17M	Buy	68,941 +4,625	+7%	+$335K	1.23%	17
2018 Q4	$4.14K	Sell	64,316 -8,222	-11%	-$583K	1.01%	21
2018 Q3	$5.69M	Buy	72,538 +745	+1%	+$56.8K	1.38%	13
2018 Q2	$5.14M	Buy	71,793 +658	+0.9%	+$48.8K	1.33%	15
2018 Q1	$5.28M	Buy	71,135 +2,196	+3%	+$169K	1.44%	13
2017 Q4	$5.22M	Buy	68,939 +10,701	+18%	+$779K	1.39%	13
2017 Q3	$4.13M	Buy	58,238 +4,602	+9%	+$317K	1.15%	17
2017 Q2	$3.65M	Buy	53,636 +3,785	+8%	+$253K	1.02%	20
2017 Q1	$3.24M	Buy	49,851 +6,958	+16%	+$450K	0.97%	24
2016 Q4	$2.67M	Buy	42,893 +9,936	+30%	+$599K	0.89%	28
2016 Q3	$1.92M	Buy	32,957 +1,926	+6%	+$112K	0.66%	40
2016 Q2	$1.74M	Buy	31,031 +7,144	+30%	+$398K	0.68%	38
2016 Q1	$1.32M	Buy	23,887 +5,420	+29%	+$280K	0.44%	48
2015 Q4	$978	Buy	18,467 +4,127	+29%	+$221K	0.34%	61
2015 Q3	$715K	Buy	14,340 +419	+3%	+$22.1K	0.3%	84
2015 Q2	$752K	Buy	13,921 +4,540	+48%	+$255K	0.3%	87
2015 Q1	$523	Buy	+9,381	New	+$528K	0.15%	121

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

WBH Advisory's XLI Position: Q1 2026 in Review

WBH Advisory reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.6% in Q1 2026, selling an estimated $703K and leaving 86,728 shares worth $14.3M. The position accounts for 1.07% of the portfolio, ranked #28.

WBH Advisory first reported a position in XLI in Q1 2015 and has held it in 44 quarters since. The position peaked at $14.4M in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

WBH Advisory held 86,728 shares of State Street Industrial Select Sector SPDR ETF worth $14.3M as of Q1 2026.
WBH Advisory sold 4,191 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $703K.
State Street Industrial Select Sector SPDR ETF made up 1.07% of WBH Advisory's portfolio in Q1 2026, its #28 holding.
WBH Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 44 quarters since.
WBH Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $14.4M in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.