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

Clearstead 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	$847K	Buy	4,574 +1,349	+42%	+$234K	0.01%	593
2026 Q1	$522K	Hold	3,225	–	–	﹤0.01%	701
2025 Q4	$500K	Sell	3,225 -1,412	-30%	-$217K	0.01%	657
2025 Q3	$715K	Buy	4,637 +875	+23%	+$133K	0.01%	535
2025 Q2	$555K	Buy	3,762 +2,002	+114%	+$273K	0.01%	586
2025 Q1	$231K	Sell	1,760 -3,000	-63%	-$405K	﹤0.01%	787
2024 Q4	$627K	Buy	4,760 +2,937	+161%	+$405K	0.01%	516
2024 Q3	$247K	Sell	1,823 -48	-3%	-$6.1K	﹤0.01%	781
2024 Q2	$228K	Buy	1,871 +194	+12%	+$23.9K	﹤0.01%	781
2024 Q1	$210K	Sell	1,677 -134	-7%	-$15.8K	0.01%	458
2023 Q4	$206K	Sell	1,811 -661	-27%	-$69.4K	0.01%	451
2023 Q3	$251K	Buy	2,472 +1,236	+100%	+$132K	0.01%	522
2023 Q2	$133K	Hold	1,236	–	–	0.01%	510
2023 Q1	$125K	Sell	1,236 -613	-33%	-$61.7K	0.01%	469
2022 Q4	$182K	Sell	1,849 -116	-6%	-$11K	0.01%	395
2022 Q3	$163K	Sell	1,965 -90	-4%	-$8.29K	0.02%	396
2022 Q2	$179K	Sell	2,055 -1,092	-35%	-$103K	0.01%	394
2022 Q1	$324K	Sell	3,147 -96	-3%	-$9.75K	0.02%	339
2021 Q4	$343K	Buy	3,243 +43	+1%	+$4.47K	0.02%	310
2021 Q3	$313K	Buy	3,200 +2,305	+258%	+$237K	0.02%	306
2021 Q2	$92K	Hold	895	–	–	0.01%	470
2021 Q1	$88K	Hold	895	–	–	0.01%	460
2020 Q4	$79K	Hold	895	–	–	0.01%	453
2020 Q3	$69K	Sell	895 -1,555	-63%	-$116K	0.01%	419
2020 Q2	$168K	Hold	2,450	–	–	0.02%	293
2020 Q1	$145K	Hold	2,450	–	–	0.02%	273
2019 Q4	$200K	Buy	+2,450	New	+$196K	0.02%	276

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

Clearstead Advisors's XLI Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 42% in Q2 2026, buying an estimated $234K and bringing the position to 4,574 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #593.

Clearstead Advisors first reported a position in XLI in Q4 2019 and has held it in 27 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Clearstead Advisors held 4,574 shares of State Street Industrial Select Sector SPDR ETF worth $847K as of Q2 2026.
Clearstead Advisors bought 1,349 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $234K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #593 holding.
Clearstead Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.