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

Wealth Alliance’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	$240K	Buy	1,484 +1	+0.1%	+$168	0.02%	486
2025 Q4	$230K	Sell	1,483 -182	-11%	-$28K	0.02%	506
2025 Q3	$257K	Buy	1,665 +10	+0.6%	+$1.51K	0.03%	471
2025 Q2	$244K	Buy	+1,655	New	+$226K	0.03%	474
2025 Q1	–	Sell	-1,725	Closed	-$227K	–	550
2024 Q4	$227K	Buy	1,725 +93	+6%	+$12.8K	0.03%	449
2024 Q3	$221K	Buy	+1,632	New	+$207K	0.03%	482

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

Wealth Alliance's XLI Position: Q1 2026 in Review

Wealth Alliance increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.07% in Q1 2026, buying an estimated $168 and bringing the position to 1,484 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #486.

Wealth Alliance first reported a position in XLI in Q3 2024 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Wealth Alliance held 1,484 shares of State Street Industrial Select Sector SPDR ETF worth $240K as of Q1 2026.
Wealth Alliance bought 1 State Street Industrial Select Sector SPDR ETF share in Q1 2026, an estimated $168.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #486 holding.
Wealth Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Wealth Alliance's State Street Industrial Select Sector SPDR ETF position peaked at $257K 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 Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.