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

Crewe 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	$99.7K	Buy	538 +183	+52%	+$31.8K	0.01%	335
2026 Q1	$57.4K	Sell	355 -63	-15%	-$10.6K	﹤0.01%	365
2025 Q4	$64.8K	Buy	418 +90	+27%	+$13.8K	0.01%	335
2025 Q3	$50.6K	Buy	328 +102	+45%	+$15.5K	﹤0.01%	377
2025 Q2	$33.3K	Hold	226	–	–	﹤0.01%	317
2025 Q1	$29.6K	Sell	226 -1,672	-88%	-$226K	﹤0.01%	311
2024 Q4	$250K	Buy	1,898 +1	+0.1%	+$138	0.03%	128
2024 Q3	$257K	Buy	1,897 +1,699	+858%	+$216K	0.03%	128
2024 Q2	$24.1K	Buy	198 +63	+47%	+$7.76K	﹤0.01%	517
2024 Q1	$17K	Sell	135 -1,727	-93%	-$203K	﹤0.01%	516
2023 Q4	$212K	Buy	1,862 +27	+1%	+$2.83K	0.03%	69
2023 Q3	$186K	Sell	1,835 -75	-4%	-$8.03K	0.03%	71
2023 Q2	$205K	Sell	1,910 -812	-30%	-$81.8K	0.03%	136
2023 Q1	$275K	Sell	2,722 -104	-4%	-$10.5K	0.04%	125
2022 Q4	$278K	Hold	2,826	–	–	0.04%	119
2022 Q3	$234K	Buy	2,826 +791	+39%	+$72.8K	0.04%	125
2022 Q2	$178K	Buy	2,035 +1,910	+1,528%	+$180K	0.04%	147
2022 Q1	$13K	Sell	125 -144	-54%	-$14.6K	﹤0.01%	342
2021 Q4	$28K	Buy	+269	New	+$27.9K	0.01%	236
2021 Q2	–	Sell	-12	Closed	-$1K	–	490
2021 Q1	$1K	Buy	+12	New	+$1.1K	﹤0.01%	453
2018 Q3	–	Sell	-121	Closed	-$9K	–	269
2018 Q2	$9K	Buy	+121	New	+$8.97K	0.01%	218
2018 Q1	–	Sell	-1,095	Closed	-$83K	–	290
2017 Q4	$83K	Buy	+1,095	New	+$79.7K	0.08%	92

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

Crewe Advisors's XLI Position: Q2 2026 in Review

Crewe Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 52% in Q2 2026, buying an estimated $31.8K and bringing the position to 538 shares worth $99.7K. The position accounts for 0.01% of the portfolio, ranked #335.

Crewe Advisors first reported a position in XLI in Q4 2017 and has held it in 22 quarters since. The position peaked at $278K in Q4 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Crewe Advisors held 538 shares of State Street Industrial Select Sector SPDR ETF worth $99.7K as of Q2 2026.
Crewe Advisors bought 183 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.8K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #335 holding.
Crewe Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 22 quarters since.
Crewe Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $278K in Q4 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.