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 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 $1.37T 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

AssuredPartners Investment Advisors's XLI Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 89% in Q1 2026, selling an estimated $2.29M and leaving 1,615 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #340.

AssuredPartners Investment Advisors first reported a position in XLI in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.36M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

AssuredPartners Investment Advisors held 1,615 shares of State Street Industrial Select Sector SPDR ETF worth $266K as of Q1 2026.
AssuredPartners Investment Advisors sold 13,621 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.29M.
State Street Industrial Select Sector SPDR ETF made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #340 holding.
AssuredPartners Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.36M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.