Advyzon Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.4M Buy
7,569
+285
+4% +$49.5K 0.1% 194
2026
Q1
$1.18M Buy
7,284
+1,231
+20% +$207K 0.11% 190
2025
Q4
$939K Buy
6,053
+1,832
+43% +$282K 0.11% 190
2025
Q3
$651K Buy
4,221
+581
+16% +$88K 0.11% 183
2025
Q2
$537K Buy
3,640
+365
+11% +$49.8K 0.12% 164
2025
Q1
$429K Buy
3,275
+120
+4% +$16.2K 0.15% 130
2024
Q4
$416K Buy
+3,155
New +$435K 0.16% 120

Other funds holding XLI

Advyzon Investment Management's XLI Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q2 2026, buying an estimated $49.5K and bringing the position to 7,569 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #194.

Advyzon Investment Management first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Advyzon Investment Management held 7,569 shares of State Street Industrial Select Sector SPDR ETF worth $1.4M as of Q2 2026.
  • Advyzon Investment Management bought 285 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $49.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #194 holding.
  • Advyzon Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.