AmeriServ Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AmeriServ Wealth Advisors’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	$684K	Sell	3,692 -1,061	-22%	-$184K	0.46%	24
2026 Q1	$769K	Sell	4,753 -710	-13%	-$119K	0.49%	21
2025 Q4	$847K	Sell	5,463 -397	-7%	-$61.1K	0.49%	24
2025 Q3	$904K	Sell	5,860 -5,658	-49%	-$857K	0.46%	26
2025 Q2	$1.7M	Buy	11,518 +116	+1%	+$15.8K	0.84%	18
2025 Q1	$1.49M	Buy	11,402 +6,901	+153%	+$933K	0.86%	21
2024 Q4	$593K	Buy	+4,501	New	+$620K	0.32%	31
2023 Q3	$324K	Buy	+3,196	New	+$342K	0.6%	33

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

AmeriServ Wealth Advisors's XLI Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, selling an estimated $184K and leaving 3,692 shares worth $684K. The position accounts for 0.46% of the portfolio, ranked #24.

AmeriServ Wealth Advisors first reported a position in XLI in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.7M in Q2 2025. 1,657 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

AmeriServ Wealth Advisors held 3,692 shares of State Street Industrial Select Sector SPDR ETF worth $684K as of Q2 2026.
AmeriServ Wealth Advisors sold 1,061 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $184K.
State Street Industrial Select Sector SPDR ETF made up 0.46% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #24 holding.
AmeriServ Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
AmeriServ Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.7M in Q2 2025.
1,657 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.