AdvisorShares Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AdvisorShares Investments’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 Q1	$6.5M	Buy	40,195 +4,209	+12%	+$706K	1.18%	18
2025 Q4	$5.58M	Buy	+35,986	New	+$5.54M	0.93%	38
2025 Q3	–	Sell	-15,996	Closed	-$2.36M	–	362
2025 Q2	$2.36M	Buy	+15,996	New	+$2.18M	0.43%	38
2024 Q3	–	Sell	-11,600	Closed	-$1.4M	–	309
2024 Q2	$1.4M	Buy	+11,600	New	+$1.43M	0.24%	47

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AdvisorShares Investments's XLI Position: Q1 2026 in Review

AdvisorShares Investments increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q1 2026, buying an estimated $706K and bringing the position to 40,195 shares worth $6.5M. The position accounts for 1.18% of the portfolio, ranked #18.

AdvisorShares Investments first reported a position in XLI in Q2 2024 and has held it in 4 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

AdvisorShares Investments held 40,195 shares of State Street Industrial Select Sector SPDR ETF worth $6.5M as of Q1 2026.
AdvisorShares Investments bought 4,209 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $706K.
State Street Industrial Select Sector SPDR ETF made up 1.18% of AdvisorShares Investments's portfolio in Q1 2026, its #18 holding.
AdvisorShares Investments first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.