Wolff Financial Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Wolff Financial 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	$955K	Hold	5,156	–	–	0.19%	50
2026 Q1	$834K	Hold	5,156	–	–	0.18%	53
2025 Q4	$800K	Hold	5,156	–	–	0.18%	54
2025 Q3	$795K	Sell	5,156 -3	-0.1%	-$454	0.18%	52
2025 Q2	$761K	Buy	5,159 +3	+0.1%	+$409	0.2%	53
2025 Q1	$676K	Hold	5,156	–	–	0.19%	54
2024 Q4	$679K	Hold	5,156	–	–	0.19%	51
2024 Q3	$698K	Hold	5,156	–	–	0.19%	52
2024 Q2	$628K	Hold	5,156	–	–	0.46%	25
2024 Q1	$649K	Hold	5,156	–	–	0.19%	55
2023 Q4	$588K	Hold	5,156	–	–	0.18%	56
2023 Q3	$523K	Hold	5,156	–	–	0.18%	61
2023 Q2	$553K	Hold	5,156	–	–	0.48%	25
2023 Q1	$522K	Hold	5,156	–	–	0.18%	65
2022 Q4	$506K	Hold	5,156	–	–	0.19%	66
2022 Q3	$427K	Hold	5,156	–	–	0.19%	71
2022 Q2	$450K	Hold	5,156	–	–	0.2%	71
2022 Q1	$531K	Hold	5,156	–	–	0.21%	70
2021 Q4	$546K	Hold	5,156	–	–	0.21%	68
2021 Q3	$504K	Buy	+5,156	New	+$530K	0.44%	24
2021 Q1	$508K	Hold	5,156	–	–	0.23%	66
2020 Q4	$457K	Hold	5,156	–	–	0.24%	62
2020 Q3	$397K	Hold	5,156	–	–	0.24%	62
2020 Q2	$354K	Hold	5,156	–	–	0.23%	63
2020 Q1	$304K	Hold	5,156	–	–	0.23%	65
2019 Q4	$420K	Hold	5,156	–	–	0.28%	58
2019 Q3	$400K	Hold	5,156	–	–	0.29%	59
2019 Q2	$399K	Hold	5,156	–	–	0.31%	57
2019 Q1	$387K	Hold	5,156	–	–	0.32%	60
2018 Q4	$332K	Buy	+5,156	New	+$365K	0.32%	61

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

Wolff Financial Management's XLI Position: Q2 2026 in Review

Wolff Financial Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5,156 shares worth $955K. The position accounts for 0.19% of the portfolio, ranked #50.

Wolff Financial Management first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Wolff Financial Management held 5,156 shares of State Street Industrial Select Sector SPDR ETF worth $955K as of Q2 2026.
Wolff Financial Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Wolff Financial Management's portfolio in Q2 2026, its #50 holding.
Wolff Financial Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.