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

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

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. 1,656 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.
1,656 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.