Wilson & Boucher Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wilson & Boucher Capital 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	$286K	Sell	1,545 -135	-8%	-$23.5K	0.17%	98
2026 Q1	$272K	Hold	1,680	–	–	0.18%	96
2025 Q4	$261K	Hold	1,680	–	–	0.17%	100
2025 Q3	$259K	Buy	+1,680	New	+$255K	0.17%	102
2023 Q3	–	Sell	-1,280	Closed	-$137K	–	114
2023 Q2	$137K	Buy	+1,280	New	+$129K	0.12%	109

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

Wilson & Boucher Capital Management's XLI Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8% in Q2 2026, selling an estimated $23.5K and leaving 1,545 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #98.

Wilson & Boucher Capital Management first reported a position in XLI in Q2 2023 and has held it in 5 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wilson & Boucher Capital Management held 1,545 shares of State Street Industrial Select Sector SPDR ETF worth $286K as of Q2 2026.
Wilson & Boucher Capital Management sold 135 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.5K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #98 holding.
Wilson & Boucher Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 5 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.