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
2019 Q4	–	Sell	-2,400	Closed	-$3K	–	613
2019 Q3	$3K	Buy	+2,400	New	+$184K	﹤0.01%	531

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Dynamic Advisor Solutions's XLI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.5% in Q3 2026, buying an estimated $119K and bringing the position to 19,565 shares worth $3.27M. The position accounts for 0.09% of the portfolio, ranked #222.

Dynamic Advisor Solutions first reported a position in XLI in Q4 2013 and has held it in 38 quarters since. The position peaked at $4.48M in Q1 2026. 333 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Dynamic Advisor Solutions held 19,565 shares of State Street Industrial Select Sector SPDR ETF worth $3.27M as of Q3 2026.
Dynamic Advisor Solutions bought 670 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $119K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #222 holding.
Dynamic Advisor Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 38 quarters since.
Dynamic Advisor Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $4.48M in Q1 2026.
333 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.