Bell Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bell Investment 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	$26.9K	Hold	145	–	–	﹤0.01%	404
2026 Q1	$23.5K	Hold	145	–	–	﹤0.01%	412
2025 Q4	$22.5K	Hold	145	–	–	﹤0.01%	414
2025 Q3	$22.4K	Sell	145 -269	-65%	-$40.8K	﹤0.01%	384
2025 Q2	$61.1K	Hold	414	–	–	0.01%	216
2025 Q1	$54.3K	Hold	414	–	–	0.01%	215
2024 Q4	$54.5K	Hold	414	–	–	0.01%	211
2024 Q3	$56.1K	Sell	414 -49	-11%	-$6.23K	0.01%	213
2024 Q2	$56.4K	Hold	463	–	–	0.01%	200
2024 Q1	$58.3K	Buy	463 +257	+125%	+$30.2K	0.01%	188
2023 Q4	$23.5K	Buy	+206	New	+$21.6K	﹤0.01%	325
2023 Q2	–	Sell	-315	Closed	-$31.8K	–	2003
2023 Q1	$31.8K	Buy	315 +2	+0.6%	+$201	0.01%	223
2022 Q4	$30.8K	Buy	313 +1	+0.3%	+$95	0.01%	230
2022 Q3	$26K	Buy	312 +2	+0.6%	+$184	0.01%	220
2022 Q2	$27K	Buy	+310	New	+$29.2K	0.01%	220
2021 Q4	$33K	Buy	308 +1	+0.3%	+$104	0.01%	212
2021 Q3	$30K	Buy	+307	New	+$31.5K	0.01%	214

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

Bell Investment Advisors's XLI Position: Q2 2026 in Review

Bell Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 145 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Bell Investment Advisors first reported a position in XLI in Q3 2021 and has held it in 17 quarters since. The position peaked at $61.1K in Q2 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bell Investment Advisors held 145 shares of State Street Industrial Select Sector SPDR ETF worth $26.9K as of Q2 2026.
Bell Investment 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 Bell Investment Advisors's portfolio in Q2 2026, its #404 holding.
Bell Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $61.1K in Q2 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.