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

WCG Wealth Advisors’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	$25.3M	Buy	136,380 +209	+0.2%	+$36.3K	0.6%	43
2026 Q1	$22M	Buy	136,171 +1,089	+0.8%	+$183K	0.62%	41
2025 Q4	$21M	Buy	135,082 +83,984	+164%	+$12.9M	0.59%	42
2025 Q3	$7.88M	Sell	51,098 -5,378	-10%	-$815K	0.49%	58
2025 Q2	$8.33M	Sell	56,476 -23,824	-30%	-$3.25M	0.54%	53
2025 Q1	$10.5M	Sell	80,300 -9,254	-10%	-$1.25M	0.8%	34
2024 Q4	$11.8M	Sell	89,554 -1,159	-1%	-$160K	0.78%	36
2024 Q3	$12.3M	Sell	90,713 -2,289	-2%	-$291K	0.83%	33
2024 Q2	$11.3M	Buy	+93,002	New	+$11.5M	0.84%	35
2024 Q1	–	Sell	-29,028	Closed	-$3.31M	–	313
2023 Q4	$3.31M	Buy	29,028 +159	+0.6%	+$16.7K	0.24%	94
2023 Q3	$2.94M	Buy	+28,869	New	+$3.09M	0.22%	102

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

WCG Wealth Advisors's XLI Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.15% in Q2 2026, buying an estimated $36.3K and bringing the position to 136,380 shares worth $25.3M. The position accounts for 0.6% of the portfolio, ranked #43.

WCG Wealth Advisors first reported a position in XLI in Q3 2023 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WCG Wealth Advisors held 136,380 shares of State Street Industrial Select Sector SPDR ETF worth $25.3M as of Q2 2026.
WCG Wealth Advisors bought 209 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $36.3K.
State Street Industrial Select Sector SPDR ETF made up 0.6% of WCG Wealth Advisors's portfolio in Q2 2026, its #43 holding.
WCG Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.