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

WealthPLAN 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	$201K	Buy	+1,084	New	+$188K	0.04%	218
2023 Q3	–	Sell	-538	Closed	-$57.7K	–	1194
2023 Q2	$57.7K	Buy	538 +37	+7%	+$3.73K	0.01%	483
2023 Q1	$50.7K	Buy	+501	New	+$50.4K	0.01%	554
2016 Q3	$145K	Buy	2,502 +794	+46%	+$46.1K	0.05%	183
2016 Q2	$78.2K	Buy	+1,708	New	+$95.2K	0.01%	708
2015 Q4	$139K	Buy	+2,620	New	+$141K	0.02%	334
2015 Q2	–	Sell	-231	Closed	-$13K	–	517
2015 Q1	$13K	Buy	+231	New	+$13K	0.01%	358

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 Partners's XLI Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,084 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in XLI as recently as Q2 2023.

WealthPLAN Partners first reported a position in XLI in Q1 2015 and has held it in 7 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WealthPLAN Partners held 1,084 shares of State Street Industrial Select Sector SPDR ETF worth $201K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new WealthPLAN Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #218 holding.
WealthPLAN Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 7 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.