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 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 $1.37T 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

AmeriServ Wealth Advisors's XLI Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q1 2026, selling an estimated $119K and leaving 4,753 shares worth $769K. The position accounts for 0.49% of the portfolio, ranked #21.

AmeriServ Wealth Advisors first reported a position in XLI in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.7M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

AmeriServ Wealth Advisors held 4,753 shares of State Street Industrial Select Sector SPDR ETF worth $769K as of Q1 2026.
AmeriServ Wealth Advisors sold 710 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $119K.
State Street Industrial Select Sector SPDR ETF made up 0.49% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #21 holding.
AmeriServ Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
AmeriServ Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.7M in Q2 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.