Aventura Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aventura Private Wealth’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	$344K	Buy	1,856 +1,318	+245%	+$229K	0.11%	128
2026 Q1	$87K	Sell	538 -50	-9%	-$8.39K	0.03%	246
2025 Q4	$91.2K	Sell	588 -78	-12%	-$12K	0.03%	224
2025 Q3	$103K	Sell	666 -222	-25%	-$33.6K	0.04%	218
2025 Q2	$131K	Buy	888 +215	+32%	+$29.3K	0.06%	176
2025 Q1	$88.2K	Buy	673 +3	+0.4%	+$405	0.05%	204
2024 Q4	$88.3K	Buy	+670	New	+$92.4K	0.05%	202

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

Aventura Private Wealth's XLI Position: Q2 2026 in Review

Aventura Private Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 245% in Q2 2026, buying an estimated $229K and bringing the position to 1,856 shares worth $344K. The position accounts for 0.11% of the portfolio, ranked #128.

Aventura Private Wealth first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,651 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Aventura Private Wealth held 1,856 shares of State Street Industrial Select Sector SPDR ETF worth $344K as of Q2 2026.
Aventura Private Wealth bought 1,318 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Aventura Private Wealth's portfolio in Q2 2026, its #128 holding.
Aventura Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,651 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.