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

WESPAC Advisors’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	$1.58M	Buy	8,514 +606	+8%	+$105K	0.77%	29
2026 Q1	$1.28M	Buy	+7,908	New	+$1.33M	0.7%	38
2025 Q1	–	Sell	-17,373	Closed	-$2.29M	–	209
2024 Q4	$2.29M	Buy	17,373 +15,765	+980%	+$2.17M	1.68%	8
2024 Q3	$218K	Buy	+1,608	New	+$204K	0.16%	144
2024 Q2	–	Sell	-2,233	Closed	-$281K	–	186
2024 Q1	$281K	Hold	2,233	–	–	0.16%	144
2023 Q4	$255K	Buy	+2,233	New	+$234K	0.18%	127
2022 Q1	–	Sell	-8,236	Closed	-$871K	–	155
2021 Q4	$871K	Sell	8,236 -2,097	-20%	-$218K	0.58%	72
2021 Q3	$1.01M	Buy	10,333 +5,818	+129%	+$598K	0.62%	64
2021 Q2	$462K	Sell	4,515 -5,268	-54%	-$540K	0.88%	56
2021 Q1	$963K	Buy	+9,783	New	+$896K	0.72%	61
2018 Q4	–	Sell	-3,032	Closed	-$238K	–	169
2018 Q3	$238K	Buy	+3,032	New	+$231K	0.14%	127
2018 Q2	–	Sell	-34,485	Closed	-$2.56M	–	152
2018 Q1	$2.56M	Buy	34,485 +17,698	+105%	+$1.36M	1.56%	20
2017 Q4	$1.27M	Sell	16,787 -9,609	-36%	-$699K	1.18%	30
2017 Q3	$1.87M	Sell	26,396 -1,301	-5%	-$89.5K	1.24%	28
2017 Q2	$1.89M	Buy	27,697 +8,963	+48%	+$598K	1.29%	29
2017 Q1	$1.22M	Sell	18,734 -3,139	-14%	-$203K	1.41%	29
2016 Q4	$1.36M	Buy	21,873 +818	+4%	+$49.3K	1.53%	24
2016 Q3	$1.23M	Buy	+21,055	New	+$1.22M	1.39%	28
2016 Q1	–	Sell	-18,774	Closed	-$995K	–	131
2015 Q4	$995K	Buy	+18,774	New	+$1.01M	1.15%	40

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's XLI Position: Q2 2026 in Review

WESPAC Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.7% in Q2 2026, buying an estimated $105K and bringing the position to 8,514 shares worth $1.58M. The position accounts for 0.77% of the portfolio, ranked #29.

WESPAC Advisors first reported a position in XLI in Q4 2015 and has held it in 19 quarters since. The position peaked at $2.56M in Q1 2018. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WESPAC Advisors held 8,514 shares of State Street Industrial Select Sector SPDR ETF worth $1.58M as of Q2 2026.
WESPAC Advisors bought 606 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Industrial Select Sector SPDR ETF made up 0.77% of WESPAC Advisors's portfolio in Q2 2026, its #29 holding.
WESPAC Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 19 quarters since.
WESPAC Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.56M in Q1 2018.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.