WealthCare Investment Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WealthCare Investment Partners’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	$4.4M	Buy	23,736 +3,342	+16%	+$581K	1.07%	25
2026 Q1	$3.37M	Buy	20,394 +2,722	+15%	+$457K	0.93%	29
2025 Q4	$2.79M	Buy	17,672 +4,982	+39%	+$767K	0.81%	34
2025 Q3	$1.95M	Buy	12,690 +6,337	+100%	+$960K	0.63%	46
2025 Q2	$949K	Buy	6,353 +3,857	+155%	+$526K	0.34%	70
2025 Q1	$306K	Buy	+2,496	New	+$337K	0.13%	116
2024 Q1	–	Sell	-2,966	Closed	-$333K	–	139
2023 Q4	$333K	Sell	2,966 -432	-13%	-$45.3K	0.18%	94
2023 Q3	$341K	Sell	3,398 -1,270	-27%	-$136K	0.21%	84
2023 Q2	$498K	Sell	4,668 -6,105	-57%	-$615K	0.3%	67
2023 Q1	$1.09M	Sell	10,773 -4,806	-31%	-$483K	0.66%	43
2022 Q4	$1.53M	Sell	15,579 -6,395	-29%	-$609K	1.04%	27
2022 Q3	$1.82M	Sell	21,974 -3,568	-14%	-$328K	1.51%	14
2022 Q2	$2.23M	Buy	25,542 +1,141	+5%	+$108K	1.91%	8
2022 Q1	$2.44M	Buy	24,401 +9,256	+61%	+$940K	2.17%	8
2021 Q4	$1.6M	Buy	+15,145	New	+$1.57M	1.55%	19

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

WealthCare Investment Partners's XLI Position: Q2 2026 in Review

WealthCare Investment Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q2 2026, buying an estimated $581K and bringing the position to 23,736 shares worth $4.4M. The position accounts for 1.07% of the portfolio, ranked #25.

WealthCare Investment Partners first reported a position in XLI in Q4 2021 and has held it in 15 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WealthCare Investment Partners held 23,736 shares of State Street Industrial Select Sector SPDR ETF worth $4.4M as of Q2 2026.
WealthCare Investment Partners bought 3,342 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $581K.
State Street Industrial Select Sector SPDR ETF made up 1.07% of WealthCare Investment Partners's portfolio in Q2 2026, its #25 holding.
WealthCare Investment Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.