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

Advisor Resource Council’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	$1.38M	Buy	+7,426	New	+$1.29M	0.39%	39
2025 Q3	–	Sell	-3,153	Closed	-$465K	–	191
2025 Q2	$465K	Sell	3,153 -41,949	-93%	-$5.72M	0.18%	90
2025 Q1	$5.5M	Buy	+45,102	New	+$6.09M	0.44%	55
2024 Q4	–	Sell	-4,021	Closed	-$545K	–	282
2024 Q3	$545K	Buy	+4,021	New	+$511K	0.25%	106
2024 Q2	–	Sell	-11,860	Closed	-$1.35M	–	236
2024 Q1	$1.35M	Sell	11,860 -54,231	-82%	-$6.38M	0.57%	33
2023 Q4	$7.53M	Buy	66,091 +61,185	+1,247%	+$6.42M	0.88%	25
2023 Q3	$497K	Sell	4,906 -1,392	-22%	-$149K	0.26%	68
2023 Q2	$676K	Sell	6,298 -25,906	-80%	-$2.61M	0.3%	56
2023 Q1	$3.2M	Buy	32,204 +25,441	+376%	+$2.56M	0.8%	23
2022 Q4	$664K	Sell	6,763 -1,756	-21%	-$167K	0.32%	65
2022 Q3	$706K	Sell	8,519 -226,090	-96%	-$20.8M	0.48%	55
2022 Q2	$20.5M	Buy	234,609 +170,205	+264%	+$16M	1.9%	7
2022 Q1	$6.63M	Sell	64,404 -82,098	-56%	-$8.34M	1.99%	7
2021 Q4	$15.5M	Buy	146,502 +108,277	+283%	+$11.2M	1.21%	17
2021 Q3	$3.74M	Sell	38,225 -61,334	-62%	-$6.3M	1.13%	20
2021 Q2	$10.2M	Buy	+99,559	New	+$10.2M	1.06%	19

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 Resource Council's XLI Position: Q2 2026 in Review

Advisor Resource Council opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 7,426 shares worth $1.38M. The stake represents 0.39% of the portfolio and ranks #39 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in XLI as recently as Q2 2025.

Advisor Resource Council first reported a position in XLI in Q2 2021 and has held it in 16 quarters since. The position peaked at $20.5M in Q2 2022. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Advisor Resource Council held 7,426 shares of State Street Industrial Select Sector SPDR ETF worth $1.38M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Advisor Resource Council position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.39% of Advisor Resource Council's portfolio in Q2 2026, its #39 holding.
Advisor Resource Council first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's State Street Industrial Select Sector SPDR ETF position peaked at $20.5M in Q2 2022.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.