180 Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

180 Wealth Advisors’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	$388K	Buy	2,095 +60	+3%	+$10.4K	0.04%	333
2026 Q1	$329K	Buy	2,035 +74	+4%	+$12.4K	0.04%	346
2025 Q4	$304K	Buy	1,961 +170	+9%	+$26.2K	0.03%	361
2025 Q3	$276K	Sell	1,791 -335	-16%	-$50.8K	0.03%	378
2025 Q2	$314K	Sell	2,126 -55	-3%	-$7.5K	0.04%	328
2025 Q1	$286K	Buy	2,181 +141	+7%	+$19.1K	0.05%	331
2024 Q4	$269K	Buy	2,040 +183	+10%	+$25.2K	0.04%	337
2024 Q3	$252K	Sell	1,857 -50	-3%	-$6.36K	0.04%	365
2024 Q2	$235K	Sell	1,907 -31	-2%	-$3.82K	0.04%	371
2024 Q1	$244K	Hold	1,938	–	–	0.04%	336
2023 Q4	$219K	Buy	+1,938	New	+$203K	0.04%	337
2023 Q3	–	Sell	-1,938	Closed	-$208K	–	385
2023 Q2	$208K	Buy	+1,938	New	+$195K	0.05%	324
2021 Q4	–	Sell	-1,964	Closed	-$202K	–	410
2021 Q3	$202K	Hold	1,964	–	–	0.04%	359
2021 Q2	$205K	Hold	1,964	–	–	0.05%	342
2021 Q1	$202K	Buy	+1,964	New	+$180K	0.05%	333

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

180 Wealth Advisors's XLI Position: Q2 2026 in Review

180 Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 2,095 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #333.

180 Wealth Advisors first reported a position in XLI in Q1 2021 and has held it in 15 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

180 Wealth Advisors held 2,095 shares of State Street Industrial Select Sector SPDR ETF worth $388K as of Q2 2026.
180 Wealth Advisors bought 60 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #333 holding.
180 Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 15 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.