WESPAC Advisors SoCal’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WESPAC Advisors SoCal’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	$229K	Sell	1,236 -197	-14%	-$34.2K	0.04%	116
2026 Q1	$232K	Sell	1,433 -218	-13%	-$36.6K	0.05%	112
2025 Q4	$256K	Sell	1,651 -846	-34%	-$130K	0.05%	102
2025 Q3	$385K	Sell	2,497 -217	-8%	-$32.9K	0.08%	91
2025 Q2	$400K	Sell	2,714 -394	-13%	-$53.7K	0.09%	87
2025 Q1	$407K	Sell	3,108 -6,370	-67%	-$861K	0.11%	81
2024 Q4	$1.25M	Sell	9,478 -69,396	-88%	-$9.57M	0.28%	64
2024 Q3	$10.7M	Buy	78,874 +1,553	+2%	+$197K	2.47%	14
2024 Q2	$9.42M	Sell	77,321 -816	-1%	-$101K	2.37%	18
2024 Q1	$9.84M	Buy	78,137 +1,601	+2%	+$188K	2.58%	14
2023 Q4	$8.72M	Buy	+76,536	New	+$8.03M	2.54%	13

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

WESPAC Advisors SoCal's XLI Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 14% in Q2 2026, selling an estimated $34.2K and leaving 1,236 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #116.

WESPAC Advisors SoCal first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WESPAC Advisors SoCal held 1,236 shares of State Street Industrial Select Sector SPDR ETF worth $229K as of Q2 2026.
WESPAC Advisors SoCal sold 197 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.2K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #116 holding.
WESPAC Advisors SoCal first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
WESPAC Advisors SoCal's State Street Industrial Select Sector SPDR ETF position peaked at $10.7M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.