WNY Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

WNY Asset 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	$598K	Buy	3,228 +164	+5%	+$28.5K	0.05%	155
2026 Q1	$496K	Buy	+3,064	New	+$514K	0.05%	153
2025 Q3	$431K	Sell	2,796 -742	-21%	-$112K	0.04%	156
2025 Q2	$522K	Sell	3,538 -236	-6%	-$32.2K	0.06%	136
2025 Q1	$495K	Sell	3,774 -657	-15%	-$88.8K	0.06%	143
2024 Q4	$584K	Buy	4,431 +849	+24%	+$117K	0.07%	120
2024 Q3	$485K	Sell	3,582 -409	-10%	-$52K	0.06%	149
2024 Q2	$486K	Sell	3,991 -102	-2%	-$12.6K	0.06%	149
2024 Q1	$516K	Sell	4,093 -704	-15%	-$82.8K	0.08%	144
2023 Q4	$547K	Sell	4,797 -501	-9%	-$52.6K	0.09%	139
2023 Q3	$537K	Sell	5,298 -1,773	-25%	-$190K	0.1%	127
2023 Q2	$759K	Sell	7,071 -2,112	-23%	-$213K	0.16%	85
2023 Q1	$929K	Sell	9,183 -1,505	-14%	-$151K	0.22%	77
2022 Q4	$1.05M	Sell	10,688 -740	-6%	-$70.5K	0.28%	67
2022 Q3	$948K	Sell	11,428 -13,962	-55%	-$1.29M	0.34%	62
2022 Q2	$2.22M	Sell	25,390 -1,758	-6%	-$166K	0.75%	35
2022 Q1	$2.81M	Sell	27,148 -23,192	-46%	-$2.36M	0.87%	28
2021 Q4	$5.34M	Sell	50,340 -428	-0.8%	-$44.5K	1.59%	16
2021 Q3	$4.97M	Buy	50,768 +1,434	+3%	+$147K	1.72%	14
2021 Q2	$5.04M	Buy	49,334 +34,031	+222%	+$3.49M	1.81%	13
2021 Q1	$1.51M	Buy	+15,303	New	+$1.4M	0.6%	30

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

WNY Asset Management's XLI Position: Q2 2026 in Review

WNY Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.4% in Q2 2026, buying an estimated $28.5K and bringing the position to 3,228 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #155.

WNY Asset Management first reported a position in XLI in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.34M in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WNY Asset Management held 3,228 shares of State Street Industrial Select Sector SPDR ETF worth $598K as of Q2 2026.
WNY Asset Management bought 164 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $28.5K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of WNY Asset Management's portfolio in Q2 2026, its #155 holding.
WNY Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
WNY Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $5.34M in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.