Well Done LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Well Done LLC’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	$394K	Sell	2,128 -712	-25%	-$124K	0.05%	144
2026 Q1	$459K	Buy	2,840 +157	+6%	+$26.4K	0.07%	126
2025 Q4	$416K	Sell	2,683 -628	-19%	-$96.6K	0.06%	131
2025 Q3	$511K	Buy	3,311 +1,272	+62%	+$193K	0.09%	115
2025 Q2	$301K	Hold	2,039	–	–	0.06%	140
2025 Q1	$269K	Buy	+2,039	New	+$276K	0.05%	143
2022 Q3	–	Sell	-5,570	Closed	-$486K	–	181
2022 Q2	$486K	Hold	5,570	–	–	0.11%	101
2022 Q1	$574K	Hold	5,570	–	–	0.11%	102
2021 Q4	$589K	Hold	5,570	–	–	0.12%	100
2021 Q3	$545K	Sell	5,570 -4,395	-44%	-$451K	0.12%	101
2021 Q2	$1.02M	Hold	9,965	–	–	0.22%	67
2021 Q1	$981K	Buy	9,965 +2,890	+41%	+$265K	0.23%	65
2020 Q4	$626K	Hold	7,075	–	–	0.15%	80
2020 Q3	$545K	Buy	7,075 +2,170	+44%	+$162K	0.15%	77
2020 Q2	$337K	Buy	+4,905	New	+$318K	0.09%	105

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

Well Done LLC's XLI Position: Q2 2026 in Review

Well Done LLC reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q2 2026, selling an estimated $124K and leaving 2,128 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #144.

Well Done LLC first reported a position in XLI in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.02M in Q2 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Well Done LLC held 2,128 shares of State Street Industrial Select Sector SPDR ETF worth $394K as of Q2 2026.
Well Done LLC sold 712 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Well Done LLC's portfolio in Q2 2026, its #144 holding.
Well Done LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 15 quarters since.
Well Done LLC's State Street Industrial Select Sector SPDR ETF position peaked at $1.02M in Q2 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.