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 Q3	$252K	Buy	1,509 +77	+5%	+$13.7K	0.02%	488
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%	+$1.52K	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

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

Wealth Alliance's XLI Position: Q3 2026 in Review

Wealth Alliance increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 1,509 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #488.

Wealth Alliance first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $265K in Q2 2026. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Wealth Alliance held 1,509 shares of State Street Industrial Select Sector SPDR ETF worth $252K as of Q3 2026.
Wealth Alliance bought 77 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $13.7K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #488 holding.
Wealth Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Alliance's State Street Industrial Select Sector SPDR ETF position peaked at $265K 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 Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.