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

Avantax 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
2025 Q2	$16.8M	Buy	113,846 +8,089	+8%	+$1.1M	0.09%	170
2025 Q1	$13.9M	Sell	105,757 -7,803	-7%	-$1.05M	0.08%	185
2024 Q4	$15M	Buy	113,560 +50,242	+79%	+$6.93M	0.09%	161
2024 Q3	$8.58M	Sell	63,318 -27,634	-30%	-$3.51M	0.06%	260
2024 Q2	$11.1M	Buy	90,952 +12,201	+15%	+$1.5M	0.08%	187
2024 Q1	$9.92M	Buy	78,751 +20,419	+35%	+$2.4M	0.09%	173
2023 Q4	$6.65M	Sell	58,332 -2,354	-4%	-$247K	0.07%	227
2023 Q3	$6.15M	Buy	60,686 +705	+1%	+$75.5K	0.07%	214
2023 Q2	$6.44M	Buy	59,981 +1,878	+3%	+$189K	0.07%	206
2023 Q1	$5.88M	Buy	58,103 +4,239	+8%	+$426K	0.07%	213
2022 Q4	$5.29M	Sell	53,864 -12,224	-18%	-$1.16M	0.07%	212
2022 Q3	$5.47M	Sell	66,088 -648	-1%	-$59.7K	0.08%	181
2022 Q2	$5.83M	Buy	66,736 +3,315	+5%	+$312K	0.09%	170
2022 Q1	$6.54M	Buy	63,421 +1,707	+3%	+$173K	0.09%	163
2021 Q4	$6.53M	Buy	61,714 +5,709	+10%	+$593K	0.1%	156
2021 Q3	$5.47M	Sell	56,005 -1,114	-2%	-$114K	0.09%	166
2021 Q2	$5.86M	Buy	57,119 +10,403	+22%	+$1.07M	0.11%	152
2021 Q1	$4.6M	Buy	46,716 +25,206	+117%	+$2.31M	0.1%	159
2020 Q4	$1.9M	Sell	21,510 -8,630	-29%	-$727K	0.05%	276
2020 Q3	$2.32M	Buy	30,140 +21,153	+235%	+$1.58M	0.04%	339
2020 Q2	$619K	Sell	8,987 -640	-7%	-$41.5K	0.02%	432
2020 Q1	$570K	Buy	9,627 +944	+11%	+$71.1K	0.02%	413
2019 Q4	$701K	Buy	8,683 +434	+5%	+$34.6K	0.02%	401
2019 Q3	$640K	Buy	8,249 +229	+3%	+$17.6K	0.03%	283
2019 Q2	$621K	Buy	8,020 +4,607	+135%	+$350K	0.03%	260
2019 Q1	$256K	Sell	3,413 -393	-10%	-$28.4K	0.01%	395
2018 Q4	$243K	Buy	+3,806	New	+$270K	0.04%	342

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Avantax Advisory Services's XLI Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.6% in Q2 2025, buying an estimated $1.1M and bringing the position to 113,846 shares worth $16.8M. The position accounts for 0.09% of the portfolio, ranked #170.

Avantax Advisory Services first reported a position in XLI in Q4 2018 and has held it in 27 quarters since. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Avantax Advisory Services held 113,846 shares of State Street Industrial Select Sector SPDR ETF worth $16.8M as of Q2 2025.
Avantax Advisory Services bought 8,089 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $1.1M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #170 holding.
Avantax Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.