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 Q2	$265K	Sell	1,432 -52	-4%	-$9.04K	0.02%	485
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 $1.55T 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

Wealth Alliance's XLI Position: Q2 2026 in Review

Wealth Alliance reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.5% in Q2 2026, selling an estimated $9.04K and leaving 1,432 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #485.

Wealth Alliance first reported a position in XLI in Q3 2024 and has held it in 7 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wealth Alliance held 1,432 shares of State Street Industrial Select Sector SPDR ETF worth $265K as of Q2 2026.
Wealth Alliance sold 52 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.04K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #485 holding.
Wealth Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.