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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wilson & Boucher Capital Management's XLI Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,680 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #96.

Wilson & Boucher Capital Management first reported a position in XLI in Q2 2023 and has held it in 4 quarters since. 1,557 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Wilson & Boucher Capital Management held 1,680 shares of State Street Industrial Select Sector SPDR ETF worth $272K as of Q1 2026.
Wilson & Boucher Capital Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #96 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 4 quarters since.
1,557 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.