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 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 $1.37T 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

WealthCare Investment Partners's XLI Position: Q1 2026 in Review

WealthCare Investment Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q1 2026, buying an estimated $457K and bringing the position to 20,394 shares worth $3.37M. The position accounts for 0.93% of the portfolio, ranked #29.

WealthCare Investment Partners first reported a position in XLI in Q4 2021 and has held it in 14 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

WealthCare Investment Partners held 20,394 shares of State Street Industrial Select Sector SPDR ETF worth $3.37M as of Q1 2026.
WealthCare Investment Partners bought 2,722 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $457K.
State Street Industrial Select Sector SPDR ETF made up 0.93% of WealthCare Investment Partners's portfolio in Q1 2026, its #29 holding.
WealthCare Investment Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.