WealthPlan Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WealthPlan Investment Management’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	$380K	Hold	2,051	–	–	0.02%	365
2026 Q1	$332K	Hold	2,051	–	–	0.02%	370
2025 Q4	$318K	Sell	2,051 -15	-0.7%	-$2.31K	0.02%	307
2025 Q3	$319K	Sell	2,066 -214	-9%	-$32.4K	0.02%	273
2025 Q2	$336K	Buy	+2,280	New	+$311K	0.02%	277

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

WealthPlan Investment Management's XLI Position: Q2 2026 in Review

WealthPlan Investment Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,051 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #365.

WealthPlan Investment Management first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WealthPlan Investment Management held 2,051 shares of State Street Industrial Select Sector SPDR ETF worth $380K as of Q2 2026.
WealthPlan Investment Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #365 holding.
WealthPlan Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.