Advisor OS’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Advisor OS’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	$2.37M	Buy	12,776 +1,076	+9%	+$187K	0.16%	97
2026 Q1	$1.89M	Sell	11,700 -2,613	-18%	-$439K	0.14%	114
2025 Q4	$2.22M	Sell	14,313 -1,967	-12%	-$303K	0.18%	89
2025 Q3	$2.51M	Buy	16,280 +2,587	+19%	+$392K	0.22%	66
2025 Q2	$2.02M	Buy	13,693 +1,554	+13%	+$212K	0.2%	73
2025 Q1	$1.59M	Buy	12,139 +351	+3%	+$47.4K	0.18%	77
2024 Q4	$1.55M	Sell	11,788 -40,714	-78%	-$5.61M	0.18%	85
2024 Q3	$7.11M	Buy	52,502 +3,802	+8%	+$483K	0.71%	27
2024 Q2	$5.94M	Buy	48,700 +1,824	+4%	+$225K	0.65%	30
2024 Q1	$5.9M	Buy	46,876 +8,051	+21%	+$947K	0.68%	26
2023 Q4	$4.43M	Buy	38,825 +4,338	+13%	+$455K	0.58%	30
2023 Q3	$3.5M	Buy	34,487 +854	+3%	+$91.4K	0.52%	34
2023 Q2	$3.61M	Buy	33,633 +1,734	+5%	+$175K	0.59%	31
2023 Q1	$3.23M	Buy	+31,899	New	+$3.21M	0.77%	24

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

Advisor OS's XLI Position: Q2 2026 in Review

Advisor OS increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.2% in Q2 2026, buying an estimated $187K and bringing the position to 12,776 shares worth $2.37M. The position accounts for 0.16% of the portfolio, ranked #97.

Advisor OS first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.11M in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Advisor OS held 12,776 shares of State Street Industrial Select Sector SPDR ETF worth $2.37M as of Q2 2026.
Advisor OS bought 1,076 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $187K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Advisor OS's portfolio in Q2 2026, its #97 holding.
Advisor OS first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Advisor OS's State Street Industrial Select Sector SPDR ETF position peaked at $7.11M in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.