Western Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Western Wealth Management’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	$7.08M	Sell	38,228 -4,589	-11%	-$797K	0.23%	88
2026 Q1	$6.92M	Buy	42,817 +13,595	+47%	+$2.28M	0.26%	71
2025 Q4	$4.53M	Sell	29,222 -632	-2%	-$97.2K	0.21%	91
2025 Q3	$4.6M	Sell	29,854 -13,474	-31%	-$2.04M	0.24%	86
2025 Q2	$6.39M	Sell	43,328 -1,981	-4%	-$270K	0.38%	50
2025 Q1	$5.94M	Sell	45,309 -3,423	-7%	-$463K	0.39%	49
2024 Q4	$6.42M	Buy	48,732 +6,177	+15%	+$852K	0.34%	54
2024 Q3	$5.76M	Buy	42,555 +10,655	+33%	+$1.35M	0.33%	60
2024 Q2	$3.89M	Buy	31,900 +2,486	+8%	+$306K	0.29%	70
2024 Q1	$3.7M	Sell	29,414 -5,675	-16%	-$668K	0.29%	73
2023 Q4	$4M	Buy	35,089 +7,148	+26%	+$750K	0.29%	77
2023 Q3	$2.83M	Buy	27,941 +4,196	+18%	+$449K	0.24%	85
2023 Q2	$2.55M	Buy	23,745 +2,412	+11%	+$243K	0.22%	101
2023 Q1	$2.16M	Buy	21,333 +3,257	+18%	+$328K	0.2%	117
2022 Q4	$1.78M	Sell	18,076 -17,561	-49%	-$1.67M	0.18%	133
2022 Q3	$2.95M	Buy	35,637 +148	+0.4%	+$13.6K	0.17%	136
2022 Q2	$3.1M	Sell	35,489 -6,848	-16%	-$646K	0.18%	132
2022 Q1	$4.36M	Buy	42,337 +21,871	+107%	+$2.22M	0.21%	101
2021 Q4	$2.17M	Buy	+20,466	New	+$2.13M	0.21%	107
2021 Q2	$2.01M	Buy	19,679 +5,014	+34%	+$514K	0.21%	111
2021 Q1	$1.44M	Buy	14,665 +2,085	+17%	+$191K	0.19%	123
2020 Q4	$1.11M	Buy	12,580 +1,428	+13%	+$120K	0.16%	144
2020 Q3	$859K	Buy	11,152 +849	+8%	+$63.5K	0.14%	163
2020 Q2	$708K	Sell	10,303 -798	-7%	-$51.8K	0.13%	176
2020 Q1	$653K	Sell	11,101 -3,100	-22%	-$234K	0.15%	151
2019 Q4	$1.16M	Buy	14,201 +1,813	+15%	+$145K	0.18%	128
2019 Q3	$964K	Sell	12,388 -1,732	-12%	-$133K	0.2%	124
2019 Q2	$1.1M	Buy	14,120 +403	+3%	+$30.6K	0.14%	122
2019 Q1	$1.03M	Sell	13,717 -1,324	-9%	-$95.8K	0.23%	107
2018 Q4	$973K	Buy	+15,041	New	+$1.07M	0.26%	92

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

Western Wealth Management's XLI Position: Q2 2026 in Review

Western Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, selling an estimated $797K and leaving 38,228 shares worth $7.08M. The position accounts for 0.23% of the portfolio, ranked #88.

Western Wealth Management first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Western Wealth Management held 38,228 shares of State Street Industrial Select Sector SPDR ETF worth $7.08M as of Q2 2026.
Western Wealth Management sold 4,589 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $797K.
State Street Industrial Select Sector SPDR ETF made up 0.23% of Western Wealth Management's portfolio in Q2 2026, its #88 holding.
Western Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.