Arax Advisory Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Arax Advisory Partners’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	$8.21M	Buy	44,315 +40,754	+1,144%	+$7.08M	0.05%	350
2026 Q1	$577K	Sell	3,561 -1,992	-36%	-$334K	0.02%	595
2025 Q4	$861K	Buy	+5,553	New	+$854K	0.03%	418
2025 Q3	–	Sell	-3,397	Closed	-$501K	–	4339
2025 Q2	$501K	Buy	3,397 +92	+3%	+$12.6K	0.02%	395
2025 Q1	$433K	Buy	3,305 +1,999	+153%	+$270K	0.03%	347
2024 Q4	$172K	Buy	1,306 +769	+143%	+$106K	0.01%	531
2024 Q3	$72.7K	Hold	537	–	–	0.01%	581
2024 Q2	$65.4K	Sell	537 -134	-20%	-$16.5K	0.01%	575
2024 Q1	$84.5K	Buy	671 +14	+2%	+$1.65K	0.01%	415
2023 Q4	$74.9K	Sell	657 -490	-43%	-$51.4K	0.01%	417
2023 Q3	$116K	Sell	1,147 -53	-4%	-$5.67K	0.01%	326
2023 Q2	$129K	Buy	1,200 +57	+5%	+$5.74K	0.02%	305
2023 Q1	$116K	Sell	1,143 -4	-0.3%	-$402	0.02%	322
2022 Q4	$113K	Buy	1,147 +3	+0.3%	+$286	0.02%	316
2022 Q3	$95K	Buy	1,144 +2	+0.2%	+$184	0.02%	318
2022 Q2	$100K	Buy	1,142 +2	+0.2%	+$189	0.02%	316
2022 Q1	$117K	Buy	1,140 +2	+0.2%	+$203	0.02%	319
2021 Q4	$120K	Buy	1,138 +164	+17%	+$17K	0.02%	315
2021 Q3	$95K	Buy	974 +2	+0.2%	+$205	0.01%	341
2021 Q2	$100K	Buy	+972	New	+$99.6K	0.01%	337
2020 Q4	$44K	Hold	500	–	–	0.01%	428
2020 Q3	$38K	Hold	500	–	–	0.01%	422
2020 Q2	$34K	Hold	500	–	–	0.01%	419
2020 Q1	$30K	Hold	500	–	–	0.01%	412
2019 Q4	$41K	Hold	500	–	–	0.01%	361
2019 Q3	$39K	Hold	500	–	–	0.01%	358
2019 Q2	$39K	Buy	+500	New	+$38K	0.01%	356
2018 Q4	$32K	Hold	500	–	–	0.01%	321
2018 Q3	$39K	Buy	+500	New	+$38.1K	0.02%	315

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

Arax Advisory Partners's XLI Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1,144% in Q2 2026, buying an estimated $7.08M and bringing the position to 44,315 shares worth $8.21M. The position accounts for 0.05% of the portfolio, ranked #350.

Arax Advisory Partners first reported a position in XLI in Q3 2018 and has held it in 29 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Arax Advisory Partners held 44,315 shares of State Street Industrial Select Sector SPDR ETF worth $8.21M as of Q2 2026.
Arax Advisory Partners bought 40,754 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.08M.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Arax Advisory Partners's portfolio in Q2 2026, its #350 holding.
Arax Advisory Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.