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

Avior Wealth Management’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	$4.19M	Buy	22,621 +7,519	+50%	+$1.31M	0.11%	165
2026 Q1	$2.44M	Sell	15,102 -439	-3%	-$73.7K	0.07%	222
2025 Q4	$2.41M	Buy	15,541 +447	+3%	+$68.8K	0.08%	181
2025 Q3	$2.33M	Sell	15,094 -811	-5%	-$123K	0.08%	176
2025 Q2	$2.35M	Buy	15,905 +1,480	+10%	+$202K	0.08%	168
2025 Q1	$1.89M	Buy	14,425 +492	+4%	+$66.5K	0.07%	182
2024 Q4	$1.84M	Sell	13,933 -422	-3%	-$58.2K	0.07%	184
2024 Q3	$1.94M	Sell	14,355 -13,147	-48%	-$1.67M	0.08%	169
2024 Q2	$3.35M	Buy	27,502 +10,088	+58%	+$1.24M	0.14%	124
2024 Q1	$2.19M	Buy	17,414 +16,681	+2,276%	+$1.96M	0.1%	146
2023 Q4	$83.6K	Buy	733 +4	+0.5%	+$420	0.01%	640
2023 Q3	$74K	Sell	729 -53	-7%	-$5.67K	0.01%	686
2023 Q2	$84K	Sell	782 -209	-21%	-$21K	0.01%	659
2023 Q1	$100K	Buy	991 +981	+9,810%	+$98.7K	0.01%	640
2022 Q4	$982	Hold	10	–	–	﹤0.01%	1124
2022 Q3	$0	Hold	10	–	–	﹤0.01%	1311
2022 Q2	$0	Hold	10	–	–	﹤0.01%	1246
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1072
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1067
2021 Q3	$0	Hold	10	–	–	﹤0.01%	1195
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	1009
2021 Q1	$0	Buy	+10	New	+$916	﹤0.01%	1152
2018 Q2	–	Sell	-115	Closed	-$9K	–	861
2018 Q1	$9K	Buy	+115	New	+$8.86K	﹤0.01%	595

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

Avior Wealth Management's XLI Position: Q2 2026 in Review

Avior Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 50% in Q2 2026, buying an estimated $1.31M and bringing the position to 22,621 shares worth $4.19M. The position accounts for 0.11% of the portfolio, ranked #165.

Avior Wealth Management first reported a position in XLI in Q1 2018 and has held it in 23 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Avior Wealth Management held 22,621 shares of State Street Industrial Select Sector SPDR ETF worth $4.19M as of Q2 2026.
Avior Wealth Management bought 7,519 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.31M.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #165 holding.
Avior Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 23 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.