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XLI icon

B. Riley Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

B. Riley Wealth 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
Q2 		$3.34M Buy
18,295
+3,709
+25% +$645K 0.18% 122
2026
Q1 		$2.28M Sell
14,586
-3,901
-21% -$655K 0.14% 149
2025
Q4 		$2.87M Sell
18,487
-525
-3% -$80.8K 0.13% 161
2025
Q3 		$2.93M Buy
19,012
+2,521
+15% +$382K 0.14% 153
2025
Q2 		$2.43M Buy
+16,491
New +$2.25M 0.11% 180
2024
Q4 		$10.6M Sell
80,626
-5,226
-6% -$720K 0.35% 57
2024
Q3 		$11.6M Sell
85,852
-4,215
-5% -$536K 0.32% 64
2024
Q2 		$11M Buy
90,067
+19,014
+27% +$2.34M 0.28% 71
2024
Q1 		$7.2M Sell
71,053
-2,661
-4% -$313K 0.19% 114
2023
Q4 		$8.4M Buy
73,714
+2,661
+4% +$279K 0.23% 96
2023
Q3 		$7.2M Buy
71,053
+32,172
+83% +$3.44M 0.19% 114
2023
Q2 		$4.17M Sell
38,881
-11,864
-23% -$1.19M 0.09% 220
2023
Q1 		$5.13M Sell
50,745
-12,485
-20% -$1.26M 0.14% 168
2022
Q4 		$6.21M Buy
63,230
+19,315
+44% +$1.84M 0.17% 140
2022
Q3 		$3.64M Buy
43,915
+15,816
+56% +$1.46M 0.11% 192
2022
Q2 		$2.46M Sell
28,099
-3,555
-11% -$335K 0.1% 202
2022
Q1 		$3.26M Buy
31,654
+308
+1% +$31.3K 0.11% 203
2021
Q4 		$3.32M Sell
31,346
-26
-0.1% -$2.7K 0.1% 231
2021
Q3 		$3.07M Buy
31,372
+2,469
+9% +$254K 0.1% 244
2021
Q2 		$2.96M Buy
28,903
+4,184
+17% +$429K 0.1% 249
2021
Q1 		$2.43M Buy
24,719
+4,986
+25% +$457K 0.09% 269
2020
Q4 		$1.75M Sell
19,733
-5,827
-23% -$491K 0.09% 224
2020
Q3 		$1.91M Buy
25,560
+4,157
+19% +$311K 0.1% 203
2020
Q2 		$1.47M Sell
21,403
-4,600
-18% -$298K 0.1% 212
2020
Q1 		$1.36M Buy
26,003
+4,698
+22% +$354K 0.12% 180
2019
Q4 		$1.74M Buy
21,305
+946
+5% +$75.5K 0.15% 158
2019
Q3 		$1.58M Sell
20,359
-30
-0.1% -$2.3K 0.16% 154
2019
Q2 		$1.58M Sell
20,389
-1,346
-6% -$102K 0.17% 124
2019
Q1 		$1.63M Buy
21,735
+833
+4% +$60.3K 0.2% 104
2018
Q4 		$1.35M Buy
20,902
+208
+1% +$14.7K 0.19% 120
2018
Q3 		$1.62M Buy
20,694
+713
+4% +$54.3K 0.19% 121
2018
Q2 		$1.43M Buy
19,981
+661
+3% +$49K 0.19% 129
2018
Q1 		$1.44M Sell
19,320
-4,971
-20% -$383K 0.2% 122
2017
Q4 		$1.84M Buy
24,291
+2,846
+13% +$207K 0.25% 110
2017
Q3 		$1.52M Sell
21,445
-679
-3% -$46.7K 0.25% 105
2017
Q2 		$1.51M Buy
22,124
+2,623
+13% +$175K 0.27% 106
2017
Q1 		$1.27M Buy
19,501
+2,424
+14% +$157K 0.25% 104
2016
Q4 		$1.06M Buy
17,077
+2,577
+18% +$155K 0.22% 118
2016
Q3 		$609K Sell
14,500
-2,039
-12% -$118K 0.12% 210
2016
Q2 		$637K Buy
16,539
+1,077
+7% +$60K 0.13% 203
2016
Q1 		$538K Sell
15,462
-1,793
-10% -$92.7K 0.12% 210
2015
Q4 		$915K Buy
17,255
+7,680
+80% +$412K 0.19% 143
2015
Q3 		$478K Sell
9,575
-587
-6% -$30.9K 0.11% 243
2015
Q2 		$550K Buy
10,162
+301
+3% +$16.9K 0.14% 194
2015
Q1 		$550K Sell
9,861
-6,621
-40% -$373K 0.13% 200
2014
Q4 		$5.31K Buy
16,482
+8,673
+111% +$477K 0.11% 228
2014
Q3 		$415K Sell
7,809
-7,821
-50% -$420K 0.11% 251
2014
Q2 		$423K Buy
15,630
+6,955
+80% +$372K 0.1% 224
2014
Q1 		$454K Sell
8,675
-3,633
-30% -$187K 0.14% 168
2013
Q4 		$643K Buy
12,308
+1,494
+14% +$73.4K 0.21% 119
2013
Q3 		$502K Buy
10,814
+3,064
+40% +$139K 0.17% 143
2013
Q2 		$330K Buy
+7,750
New +$329K 0.11% 209

Other funds holding XLI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

B. Riley Wealth Advisors's XLI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 25% in Q2 2026, buying an estimated $645K and bringing the position to 18,295 shares worth $3.34M. The position accounts for 0.18% of the portfolio, ranked #122.

B. Riley Wealth Advisors first reported a position in XLI in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q3 2024. 613 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • B. Riley Wealth Advisors held 18,295 shares of State Street Industrial Select Sector SPDR ETF worth $3.34M as of Q2 2026.
  • B. Riley Wealth Advisors bought 3,709 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $645K.
  • State Street Industrial Select Sector SPDR ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • B. Riley Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11.6M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.