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

Bragg 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 		$536K Sell
2,891
-287
-9% -$49.9K 0.01% 282
2026
Q1 		$514K Sell
3,178
-92
-3% -$15.4K 0.02% 276
2025
Q4 		$507K Sell
3,270
-59
-2% -$9.08K 0.02% 269
2025
Q3 		$513K Buy
3,329
+32
+1% +$4.85K 0.02% 261
2025
Q2 		$486K Sell
3,297
-158
-5% -$21.6K 0.02% 267
2025
Q1 		$453K Sell
3,455
-700
-17% -$94.6K 0.02% 261
2024
Q4 		$547K Buy
4,155
+1,087
+35% +$150K 0.02% 250
2024
Q3 		$416K Sell
3,068
-60
-2% -$7.63K 0.02% 258
2024
Q2 		$381K Buy
3,128
+150
+5% +$18.5K 0.02% 259
2024
Q1 		$375K Buy
2,978
+25
+0.8% +$2.94K 0.02% 265
2023
Q4 		$337K Buy
2,953
+146
+5% +$15.3K 0.02% 267
2023
Q3 		$285K Buy
2,807
+80
+3% +$8.56K 0.02% 282
2023
Q2 		$293K Buy
2,727
+365
+15% +$36.7K 0.02% 285
2023
Q1 		$239K Sell
2,362
-14
-0.6% -$1.41K 0.01% 296
2022
Q4 		$233K Buy
+2,376
New +$226K 0.01% 295

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bragg Financial Advisors's XLI Position: Q2 2026 in Review

Bragg Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9% in Q2 2026, selling an estimated $49.9K and leaving 2,891 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #282.

Bragg Financial Advisors first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Bragg Financial Advisors held 2,891 shares of State Street Industrial Select Sector SPDR ETF worth $536K as of Q2 2026.
  • Bragg Financial Advisors sold 287 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $49.9K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #282 holding.
  • Bragg Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Bragg Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $547K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.