Ameritas Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ameritas Advisory Services’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	$7.29M	Buy	39,367 +26,286	+201%	+$4.57M	0.15%	138
2026 Q1	$2.12M	Sell	13,081 -5,535	-30%	-$929K	0.08%	220
2025 Q4	$2.89M	Buy	18,616 +6,922	+59%	+$1.07M	0.11%	175
2025 Q3	$1.8M	Sell	11,694 -5,951	-34%	-$902K	0.12%	153
2025 Q2	$2.6M	Sell	17,645 -8,046	-31%	-$1.1M	0.14%	156
2025 Q1	$3.38M	Sell	25,691 -5,310	-17%	-$718K	0.14%	151
2024 Q4	$4.08M	Buy	31,001 +15,625	+102%	+$2.15M	0.14%	143
2024 Q3	$2.08M	Sell	15,376 -13,710	-47%	-$1.74M	0.09%	222
2024 Q2	$3.54M	Buy	29,086 +56	+0.2%	+$6.9K	0.13%	156
2024 Q1	$3.6M	Buy	29,030 +18,062	+165%	+$2.13M	0.15%	138
2023 Q4	$1.27M	Sell	10,968 -14,762	-57%	-$1.55M	0.07%	243
2023 Q3	$2.6M	Buy	25,730 +13,210	+106%	+$1.41M	0.13%	166
2023 Q2	$1.33M	Sell	12,520 -12,250	-49%	-$1.23M	0.17%	138
2023 Q1	$2.5M	Sell	24,770 -8,627	-26%	-$868K	0.13%	162
2022 Q4	$3.28M	Buy	33,397 +12,601	+61%	+$1.2M	0.15%	142
2022 Q3	$1.72M	Buy	20,796 +1,575	+8%	+$145K	0.1%	192
2022 Q2	$1.68M	Sell	19,221 -3,515	-15%	-$331K	0.1%	205
2022 Q1	$2.34M	Sell	22,736 -2,197	-9%	-$223K	0.09%	186
2021 Q4	$2.64M	Buy	+24,933	New	+$2.59M	0.1%	180

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

Ameritas Advisory Services's XLI Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 201% in Q2 2026, buying an estimated $4.57M and bringing the position to 39,367 shares worth $7.29M. The position accounts for 0.15% of the portfolio, ranked #138.

Ameritas Advisory Services first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ameritas Advisory Services held 39,367 shares of State Street Industrial Select Sector SPDR ETF worth $7.29M as of Q2 2026.
Ameritas Advisory Services bought 26,286 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.57M.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Ameritas Advisory Services's portfolio in Q2 2026, its #138 holding.
Ameritas Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.