Beacon Pointe Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Beacon Pointe 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 Q1	$9.74M	Buy	60,223 +17,142	+40%	+$2.88M	0.05%	324
2025 Q4	$6.68M	Buy	43,081 +2,807	+7%	+$432K	0.05%	322
2025 Q3	$6.21M	Sell	40,274 -6,737	-14%	-$1.02M	0.05%	309
2025 Q2	$6.94M	Buy	47,011 +16,325	+53%	+$2.23M	0.07%	244
2025 Q1	$4.02M	Sell	30,686 -14,778	-33%	-$2M	0.05%	341
2024 Q4	$5.99M	Buy	45,464 +4,754	+12%	+$655K	0.07%	243
2024 Q3	$5.51M	Buy	40,710 +35,037	+618%	+$4.45M	0.06%	269
2024 Q2	$691K	Sell	5,673 -1,372	-19%	-$169K	0.01%	758
2024 Q1	$887K	Buy	7,045 +1,420	+25%	+$167K	0.01%	729
2023 Q4	$641K	Sell	5,625 -3,188	-36%	-$335K	0.01%	810
2023 Q3	$893K	Buy	8,813 +4,743	+117%	+$508K	0.01%	667
2023 Q2	$437K	Sell	4,070 -3,743	-48%	-$377K	0.01%	757
2023 Q1	$791K	Buy	7,813 +3,890	+99%	+$391K	0.01%	604
2022 Q4	$385K	Buy	3,923 +1,029	+36%	+$98K	0.01%	780
2022 Q3	$242K	Sell	2,894 -351	-11%	-$32.3K	0.01%	862
2022 Q2	$284K	Sell	3,245 -1,401	-30%	-$132K	0.01%	846
2022 Q1	$478K	Buy	4,646 +2,673	+135%	+$272K	0.01%	817
2021 Q4	$209K	Sell	1,973 -371	-16%	-$38.5K	0.01%	861
2021 Q3	$229K	Sell	2,344 -422	-15%	-$43.4K	0.01%	809
2021 Q2	$283K	Buy	2,766 +209	+8%	+$21.4K	0.01%	677
2021 Q1	$253K	Sell	2,557 -198	-7%	-$18.1K	0.02%	430
2020 Q4	$245K	Buy	+2,755	New	+$232K	0.02%	419

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Beacon Pointe Advisors's XLI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 40% in Q1 2026, buying an estimated $2.88M and bringing the position to 60,223 shares worth $9.74M. The position accounts for 0.05% of the portfolio, ranked #324.

Beacon Pointe Advisors first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Beacon Pointe Advisors held 60,223 shares of State Street Industrial Select Sector SPDR ETF worth $9.74M as of Q1 2026.
Beacon Pointe Advisors bought 17,142 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.88M.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q1 2026, its #324 holding.
Beacon Pointe Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.