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

WealthShield 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	$2.1K	Sell	13 -1	-7%	-$168	﹤0.01%	584
2025 Q4	$2.17K	Sell	14 -59	-81%	-$9.08K	﹤0.01%	548
2025 Q3	$11.3K	Buy	73 +64	+711%	+$9.7K	﹤0.01%	501
2025 Q2	$1.33K	Buy	+9	New	+$1.23K	﹤0.01%	549
2024 Q2	–	Sell	-31	Closed	-$3.9K	–	492
2024 Q1	$3.9K	Sell	31 -861	-97%	-$101K	﹤0.01%	449
2023 Q4	$102K	Buy	892 +786	+742%	+$82.5K	0.02%	323
2023 Q3	$10.7K	Buy	106 +43	+68%	+$4.6K	﹤0.01%	438
2023 Q2	$6.76K	Buy	63 +6	+11%	+$604	﹤0.01%	453
2023 Q1	$5.77K	Buy	+57	New	+$5.73K	﹤0.01%	456
2021 Q3	–	Sell	-2,904	Closed	-$297K	–	760
2021 Q2	$297K	Sell	2,904 -407	-12%	-$41.7K	0.05%	209
2021 Q1	$326K	Buy	+3,311	New	+$303K	0.06%	195
2020 Q4	–	Sell	-700	Closed	-$54K	–	428
2020 Q3	$54K	Buy	+700	New	+$52.4K	0.02%	302
2020 Q1	–	Sell	-771	Closed	-$63K	–	307
2019 Q4	$63K	Buy	+771	New	+$61.5K	0.03%	208
2019 Q2	–	Sell	-12,877	Closed	-$966K	–	281
2019 Q1	$966K	Buy	+12,877	New	+$932K	0.54%	43
2018 Q4	–	Sell	-61	Closed	-$4.32K	–	291
2018 Q3	$5K	Sell	61 -2,969	-98%	-$226K	﹤0.01%	229
2018 Q2	$217K	Sell	3,030 -25,985	-90%	-$1.93M	0.13%	112
2018 Q1	$2.16M	Buy	29,015 +25,966	+852%	+$2M	1.37%	17
2017 Q4	$232K	Buy	+3,049	New	+$222K	0.14%	120

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

WealthShield Partners's XLI Position: Q1 2026 in Review

WealthShield Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.1% in Q1 2026, selling an estimated $168 and leaving 13 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

WealthShield Partners first reported a position in XLI in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.16M in Q1 2018. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

WealthShield Partners held 13 shares of State Street Industrial Select Sector SPDR ETF worth $2.1K as of Q1 2026.
WealthShield Partners sold 1 State Street Industrial Select Sector SPDR ETF share in Q1 2026, an estimated $168.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #584 holding.
WealthShield Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 18 quarters since.
WealthShield Partners's State Street Industrial Select Sector SPDR ETF position peaked at $2.16M in Q1 2018.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.