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

Arkadios 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 		$5.2M Sell
28,081
-2,125
-7% -$369K 0.08% 261
2026
Q1 		$4.89M Buy
30,206
+786
+3% +$132K 0.08% 264
2025
Q4 		$4.56M Buy
29,420
+1,922
+7% +$296K 0.09% 244
2025
Q3 		$4.24M Buy
27,498
+1,927
+8% +$292K 0.1% 217
2025
Q2 		$3.77M Buy
25,571
+6,317
+33% +$862K 0.11% 206
2025
Q1 		$2.52M Buy
19,254
+6,327
+49% +$855K 0.1% 240
2024
Q4 		$1.7M Buy
12,927
+3,343
+35% +$461K 0.09% 209
2024
Q3 		$1.3M Buy
9,584
+61
+0.6% +$7.75K 0.07% 262
2024
Q2 		$1.16M Buy
9,523
+6,443
+209% +$794K 0.08% 248
2024
Q1 		$388K Sell
3,080
-333
-10% -$39.2K 0.03% 458
2023
Q4 		$389K Sell
3,413
-312
-8% -$32.7K 0.03% 442
2023
Q3 		$378K Buy
3,725
+356
+11% +$38.1K 0.04% 416
2023
Q2 		$362K Buy
3,369
+198
+6% +$19.9K 0.04% 392
2023
Q1 		$321K Sell
3,171
-92
-3% -$9.25K 0.04% 418
2022
Q4 		$320K Sell
3,263
-80
-2% -$7.62K 0.04% 383
2022
Q3 		$277K Sell
3,343
-163
-5% -$15K 0.04% 403
2022
Q2 		$306K Buy
3,506
+673
+24% +$63.4K 0.05% 391
2022
Q1 		$292K Buy
2,833
+231
+9% +$23.5K 0.04% 438
2021
Q4 		$275K Buy
2,602
+547
+27% +$56.8K 0.04% 471
2021
Q3 		$201K Sell
2,055
-3,387
-62% -$348K 0.03% 506
2021
Q2 		$557K Buy
5,442
+1,133
+26% +$116K 0.07% 302
2021
Q1 		$424K Buy
4,309
+3,385
+366% +$310K 0.07% 278
2020
Q4 		$81K Buy
+924
New +$77.9K 0.02% 470
2020
Q3 		– Sell
-43
Closed -$3K – 1073
2020
Q2 		$3K Buy
+43
New +$2.79K ﹤0.01% 844

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arkadios Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q2 2026, selling an estimated $369K and leaving 28,081 shares worth $5.2M. The position accounts for 0.08% of the portfolio, ranked #261.

Arkadios Wealth Advisors first reported a position in XLI in Q2 2020 and has held it in 24 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Arkadios Wealth Advisors held 28,081 shares of State Street Industrial Select Sector SPDR ETF worth $5.2M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,125 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $369K.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Arkadios Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.