Dynamic Advisor Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Dynamic Advisor Solutions’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	$3.5M	Sell	18,895 -8,827	-32%	-$1.53M	0.1%	218
2026 Q1	$4.48M	Buy	27,722 +393	+1%	+$66K	0.14%	166
2025 Q4	$4.24M	Buy	27,329 +767	+3%	+$118K	0.14%	167
2025 Q3	$4.1M	Buy	26,562 +13,084	+97%	+$1.98M	0.12%	192
2025 Q2	$1.99M	Sell	13,478 -138	-1%	-$18.8K	0.06%	309
2025 Q1	$1.78M	Buy	+13,616	New	+$1.84M	0.06%	300
2024 Q4	–	Sell	-11,520	Closed	-$1.56M	–	939
2024 Q3	$1.56M	Sell	11,520 -2,210	-16%	-$281K	0.05%	347
2024 Q2	$1.67M	Buy	13,730 +1,923	+16%	+$237K	0.05%	331
2024 Q1	$1.49M	Sell	11,807 -3,892	-25%	-$458K	0.05%	355
2023 Q4	$1.75M	Sell	15,699 -3,877	-20%	-$407K	0.07%	302
2023 Q3	$1.98M	Sell	19,576 -562	-3%	-$60.2K	0.09%	236
2023 Q2	$2.16M	Sell	20,138 -5,214	-21%	-$525K	0.11%	208
2023 Q1	$2.57M	Buy	25,352 +8,611	+51%	+$866K	0.15%	175
2022 Q4	$1.64M	Sell	16,741 -4,153	-20%	-$395K	0.11%	201
2022 Q3	$1.73M	Sell	20,894 -2,533	-11%	-$233K	0.13%	173
2022 Q2	$2.05M	Sell	23,427 -551	-2%	-$51.9K	0.16%	151
2022 Q1	$2.47M	Sell	23,978 -8,590	-26%	-$872K	0.17%	141
2021 Q4	$3.45M	Sell	32,568 -2,131	-6%	-$221K	0.25%	95
2021 Q3	$3.4M	Buy	34,699 +17,162	+98%	+$1.76M	0.26%	90
2021 Q2	$1.8M	Buy	17,537 +2,927	+20%	+$300K	0.14%	179
2021 Q1	$1.44M	Buy	14,610 +1,137	+8%	+$104K	0.13%	187
2020 Q4	$1.19M	Sell	13,473 -3,189	-19%	-$269K	0.11%	201
2020 Q3	$1.28M	Sell	16,662 -778	-4%	-$58.2K	0.15%	172
2020 Q2	$1.2M	Sell	17,440 -1,110	-6%	-$72K	0.16%	157
2020 Q1	$1.09M	Buy	18,550 +3,241	+21%	+$244K	0.2%	141
2019 Q4	$1.25M	Buy	15,309 +629	+4%	+$50.2K	0.17%	155
2019 Q3	$1.14M	Sell	14,680 -319	-2%	-$24.5K	0.18%	142
2019 Q2	$1.16M	Sell	14,999 -12,286	-45%	-$934K	0.19%	141
2019 Q1	$2.05M	Sell	27,285 -10,696	-28%	-$774K	0.39%	66
2018 Q4	$2.66M	Buy	37,981 +9,587	+34%	+$679K	0.57%	47
2018 Q3	$2.23M	Buy	28,394 +11,633	+69%	+$886K	0.46%	59
2018 Q2	$1.2M	Buy	16,761 +740	+5%	+$54.9K	0.27%	110
2018 Q1	$1.19M	Buy	+16,021	New	+$1.23M	0.31%	99
2014 Q4	–	Sell	-11,666	Closed	-$620K	–	217
2014 Q3	$620K	Sell	11,666 -1,046	-8%	-$56.1K	0.34%	83
2014 Q2	$687K	Sell	12,712 -606	-5%	-$32.4K	0.41%	75
2014 Q1	$697K	Buy	13,318 +4,657	+54%	+$239K	0.48%	73
2013 Q4	$453K	Buy	+8,661	New	+$426K	0.34%	108

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Dynamic Advisor Solutions's XLI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 32% in Q2 2026, selling an estimated $1.53M and leaving 18,895 shares worth $3.5M. The position accounts for 0.1% of the portfolio, ranked #218.

Dynamic Advisor Solutions first reported a position in XLI in Q4 2013 and has held it in 37 quarters since. The position peaked at $4.48M in Q1 2026. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Dynamic Advisor Solutions held 18,895 shares of State Street Industrial Select Sector SPDR ETF worth $3.5M as of Q2 2026.
Dynamic Advisor Solutions sold 8,827 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.53M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #218 holding.
Dynamic Advisor Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 37 quarters since.
Dynamic Advisor Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $4.48M in Q1 2026.
301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.