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

Bellwether 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	$28.3M	Sell	152,772 -77,426	-34%	-$13.5M	4.19%	4
2026 Q1	$37.2M	Sell	230,198 -67,402	-23%	-$11.3M	6.31%	3
2025 Q4	$46.2M	Sell	297,600 -994	-0.3%	-$153K	7.37%	4
2025 Q3	$46.1M	Buy	298,594 +19,737	+7%	+$2.99M	7.61%	4
2025 Q2	$41.1M	Buy	278,857 +273,998	+5,639%	+$37.4M	7.03%	3
2025 Q1	$637K	Sell	4,859 -1,369	-22%	-$185K	0.13%	78
2024 Q4	$821K	Sell	6,228 -102,520	-94%	-$14.1M	0.15%	75
2024 Q3	$14.7M	Sell	108,748 -49,306	-31%	-$6.27M	2.83%	10
2024 Q2	$19.3M	Buy	158,054 +62,921	+66%	+$7.75M	4.04%	5
2024 Q1	$12M	Buy	95,133 +914	+1%	+$108K	2.63%	8
2023 Q4	$10.7M	Sell	94,219 -45,413	-33%	-$4.77M	2.64%	7
2023 Q3	$14.2M	Buy	+139,632	New	+$14.9M	3.85%	5
2023 Q2	–	Sell	-158,203	Closed	-$16M	–	458
2023 Q1	$16M	Sell	158,203 -80,986	-34%	-$8.15M	4.38%	4
2022 Q4	$23.5M	Buy	+239,189	New	+$22.8M	6.82%	4
2022 Q2	–	Sell	-1,934	Closed	-$199K	–	594
2022 Q1	$199K	Hold	1,934	–	–	0.06%	134
2021 Q4	$204K	Hold	1,934	–	–	0.06%	123
2021 Q3	$189K	Sell	1,934 -54,984	-97%	-$5.65M	0.06%	147
2021 Q2	$5.83M	Sell	56,918 -4,004	-7%	-$410K	2.01%	15
2021 Q1	$6M	Buy	60,922 +32,297	+113%	+$2.96M	2.37%	12
2020 Q4	$2.53M	Buy	+28,625	New	+$2.41M	1.12%	27

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

Bellwether Advisors's XLI Position: Q2 2026 in Review

Bellwether Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 34% in Q2 2026, selling an estimated $13.5M and leaving 152,772 shares worth $28.3M. The position accounts for 4.19% of the portfolio, ranked #4.

Bellwether Advisors first reported a position in XLI in Q4 2020 and has held it in 20 quarters since. The position peaked at $46.2M in Q4 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Bellwether Advisors held 152,772 shares of State Street Industrial Select Sector SPDR ETF worth $28.3M as of Q2 2026.
Bellwether Advisors sold 77,426 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.5M.
State Street Industrial Select Sector SPDR ETF made up 4.19% of Bellwether Advisors's portfolio in Q2 2026, its #4 holding.
Bellwether Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Bellwether Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $46.2M in Q4 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.