Baltimore-Washington Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Baltimore-Washington Financial 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	$252K	Hold	1,362	–	–	0.01%	181
2026 Q1	$220K	Buy	+1,362	New	+$229K	0.01%	179

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

Baltimore-Washington Financial Advisors's XLI Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,362 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #181.

Baltimore-Washington Financial Advisors first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Baltimore-Washington Financial Advisors held 1,362 shares of State Street Industrial Select Sector SPDR ETF worth $252K as of Q2 2026.
Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #181 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.