Allworth Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Allworth Financial’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	$3.53M	Sell	19,077 -1,658	-8%	-$288K	0.02%	409
2026 Q1	$3.35M	Sell	20,735 -1,391	-6%	-$233K	0.01%	427
2025 Q4	$3.43M	Sell	22,126 -1,720	-7%	-$265K	0.01%	425
2025 Q3	$3.68M	Sell	23,846 -6,017	-20%	-$912K	0.02%	377
2025 Q2	$4.41M	Sell	29,863 -5,802	-16%	-$791K	0.02%	328
2025 Q1	$4.6M	Sell	35,665 -3,635	-9%	-$491K	0.03%	269
2024 Q4	$5.51M	Buy	39,300 +25,486	+184%	+$3.51M	0.03%	249
2024 Q3	$1.87M	Sell	13,814 -2,243	-14%	-$285K	0.01%	351
2024 Q2	$2.01M	Buy	16,057 +954	+6%	+$118K	0.01%	332
2024 Q1	$1.9M	Buy	15,103 +12,053	+395%	+$1.42M	0.01%	324
2023 Q4	$348K	Buy	3,050 +233	+8%	+$24.5K	﹤0.01%	606
2023 Q3	$286K	Sell	2,817 -12	-0.4%	-$1.28K	﹤0.01%	616
2023 Q2	$304K	Buy	2,829 +46	+2%	+$4.63K	﹤0.01%	601
2023 Q1	$282K	Sell	2,783 -166	-6%	-$16.7K	﹤0.01%	580
2022 Q4	$290K	Sell	2,949 -877	-23%	-$83.5K	﹤0.01%	563
2022 Q3	$317K	Buy	3,826 +1,172	+44%	+$108K	﹤0.01%	510
2022 Q2	$232K	Sell	2,654 -857	-24%	-$80.8K	﹤0.01%	532
2022 Q1	$362K	Buy	3,511 +1,423	+68%	+$145K	﹤0.01%	451
2021 Q4	$221K	Buy	2,088 +5	+0.2%	+$519	﹤0.01%	508
2021 Q3	$204K	Buy	2,083 +1,153	+124%	+$118K	﹤0.01%	479
2021 Q2	$95K	Buy	930 +600	+182%	+$61.5K	﹤0.01%	482
2021 Q1	$32K	Buy	330 +134	+68%	+$12.3K	﹤0.01%	672
2020 Q4	$17K	Buy	196 +1	+0.5%	+$84	﹤0.01%	713
2020 Q3	$15K	Buy	195 +100	+105%	+$7.48K	﹤0.01%	630
2020 Q2	$7K	Sell	95 -68	-42%	-$4.41K	﹤0.01%	809
2020 Q1	$10K	Buy	163 +69	+73%	+$5.2K	﹤0.01%	709
2019 Q4	$8K	Buy	94 +26	+38%	+$2.08K	﹤0.01%	694
2019 Q3	$5K	Hold	68	–	–	﹤0.01%	693
2019 Q2	$5K	Buy	68 +1	+1%	+$76	﹤0.01%	689
2019 Q1	$5K	Hold	67	–	–	﹤0.01%	695
2018 Q4	$4K	Sell	67 -109	-62%	-$7.72K	﹤0.01%	662
2018 Q3	$14K	Buy	176 +109	+163%	+$8.3K	﹤0.01%	505
2018 Q2	$5K	Sell	67 -107	-61%	-$7.93K	﹤0.01%	652
2018 Q1	$13K	Buy	174 +1	+0.6%	+$77	﹤0.01%	453
2017 Q4	$13K	Hold	173	–	–	﹤0.01%	443
2017 Q3	$12K	Sell	173 -782	-82%	-$53.8K	﹤0.01%	446
2017 Q2	$65K	Hold	955	–	–	0.01%	218
2017 Q1	$62K	Buy	955 +784	+458%	+$50.7K	0.01%	208
2016 Q4	$11K	Hold	171	–	–	﹤0.01%	395
2016 Q3	$10K	Buy	171 +1	+0.6%	+$58	﹤0.01%	419
2016 Q2	$10K	Hold	170	–	–	﹤0.01%	389
2016 Q1	$9K	Buy	170 +68	+67%	+$3.52K	﹤0.01%	393
2015 Q4	$5K	Hold	102	–	–	﹤0.01%	450
2015 Q3	$5K	Buy	102 +1	+1%	+$53	﹤0.01%	452
2015 Q2	$5K	Buy	101 +1	+1%	+$56	﹤0.01%	445
2015 Q1	$6K	Buy	+100	New	+$5.63K	﹤0.01%	432

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

Allworth Financial's XLI Position: Q2 2026 in Review

Allworth Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8% in Q2 2026, selling an estimated $288K and leaving 19,077 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #409.

Allworth Financial first reported a position in XLI in Q1 2015 and has held it in 46 quarters since. The position peaked at $5.51M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Allworth Financial held 19,077 shares of State Street Industrial Select Sector SPDR ETF worth $3.53M as of Q2 2026.
Allworth Financial sold 1,658 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $288K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #409 holding.
Allworth Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's State Street Industrial Select Sector SPDR ETF position peaked at $5.51M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.