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

Avion 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	$40K	Hold	219	–	–	0.01%	275
2026 Q1	$35K	Hold	219	–	–	0.01%	252
2025 Q4	$34K	Hold	219	–	–	0.01%	262
2025 Q3	$33K	Hold	219	–	–	0.01%	271
2025 Q2	$32K	Hold	219	–	–	0.01%	253
2025 Q1	$28K	Hold	219	–	–	0.01%	253
2024 Q4	$28K	Sell	219 -984	-82%	-$136K	0.01%	253
2024 Q3	$162K	Sell	1,203 -70	-5%	-$8.9K	0.04%	86
2024 Q2	$155K	Buy	1,273 +166	+15%	+$20.5K	0.04%	84
2024 Q1	$140K	Buy	1,107 +50	+5%	+$5.88K	0.04%	92
2023 Q4	$120K	Hold	1,057	–	–	0.03%	100
2023 Q3	$107K	Hold	1,057	–	–	0.03%	102
2023 Q2	$113K	Hold	1,057	–	–	0.03%	106
2023 Q1	$103K	Hold	1,057	–	–	0.03%	101
2022 Q4	$87K	Hold	1,057	–	–	0.03%	111
2022 Q3	$88K	Hold	1,057	–	–	0.03%	111
2022 Q2	$92K	Buy	1,057 +71	+7%	+$6.69K	0.03%	98
2022 Q1	$102K	Hold	986	–	–	0.03%	86
2021 Q4	$104K	Hold	986	–	–	0.03%	79
2021 Q3	$97K	Hold	986	–	–	0.03%	77
2021 Q2	$101K	Buy	986 +16	+2%	+$1.64K	0.03%	75
2021 Q1	$95K	Hold	970	–	–	0.03%	79
2020 Q4	$86K	Buy	970 +827	+578%	+$69.7K	0.03%	87
2020 Q3	$11K	Hold	143	–	–	﹤0.01%	178
2020 Q2	$10K	Hold	143	–	–	﹤0.01%	166
2020 Q1	$8K	Buy	+143	New	+$10.8K	﹤0.01%	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

Avion Wealth's XLI Position: Q2 2026 in Review

Avion Wealth held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 219 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #275.

Avion Wealth first reported a position in XLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $162K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Avion Wealth held 219 shares of State Street Industrial Select Sector SPDR ETF worth $40K as of Q2 2026.
Avion Wealth left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #275 holding.
Avion Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $162K in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.