AssuredPartners Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AssuredPartners Investment 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	$371K	Buy	2,000 +385	+24%	+$66.9K	0.04%	305
2026 Q1	$266K	Sell	1,615 -13,621	-89%	-$2.29M	0.03%	340
2025 Q4	$2.36M	Buy	15,236 +12,432	+443%	+$1.91M	0.35%	71
2025 Q3	$432K	Buy	+2,804	New	+$425K	0.1%	152
2025 Q2	–	Sell	-4,543	Closed	-$595K	–	336
2025 Q1	$595K	Buy	4,543 +14	+0.3%	+$1.89K	0.11%	179
2024 Q4	$597K	Buy	+4,529	New	+$624K	0.12%	176

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

AssuredPartners Investment Advisors's XLI Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q2 2026, buying an estimated $66.9K and bringing the position to 2,000 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #305.

AssuredPartners Investment Advisors first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2025. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

AssuredPartners Investment Advisors held 2,000 shares of State Street Industrial Select Sector SPDR ETF worth $371K as of Q2 2026.
AssuredPartners Investment Advisors bought 385 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $66.9K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #305 holding.
AssuredPartners Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.36M in Q4 2025.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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