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

Elevated Capital 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	$602K	Sell	3,248 -129	-4%	-$22.4K	0.17%	108
2026 Q1	$546K	Buy	3,377 +44	+1%	+$7.38K	0.14%	168
2025 Q4	$517K	Buy	3,333 +203	+6%	+$31.2K	0.12%	194
2025 Q3	$483K	Sell	3,130 -35	-1%	-$5.3K	0.12%	200
2025 Q2	$415K	Hold	3,165	–	–	0.12%	203
2025 Q1	$415K	Buy	3,165 +96	+3%	+$13K	0.12%	203
2024 Q4	$404K	Sell	3,069 -6,901	-69%	-$951K	0.11%	210
2024 Q3	$1.35M	Buy	9,970 +801	+9%	+$102K	0.36%	70
2024 Q2	$1.12M	Sell	9,169 -16,329	-64%	-$2.01M	0.31%	79
2024 Q1	$3.21M	Buy	25,498 +6,447	+34%	+$759K	0.92%	30
2023 Q4	$2.17M	Buy	19,051 +5,237	+38%	+$550K	0.68%	46
2023 Q3	$1.4M	Buy	13,814 +2,103	+18%	+$225K	0.48%	75
2023 Q2	$1.26M	Buy	11,711 +1,869	+19%	+$188K	0.42%	86
2023 Q1	$996K	Buy	9,842 +2,012	+26%	+$202K	0.36%	88
2022 Q4	$769K	Sell	7,830 -5,079	-39%	-$484K	0.29%	94
2022 Q3	$1.07M	Buy	+12,909	New	+$1.19M	0.42%	85
2022 Q1	$234K	Buy	+2,270	New	+$231K	0.08%	166
2021 Q3	$566K	Buy	+5,788	New	+$595K	0.2%	135
2020 Q4	–	Sell	-5,592	Closed	-$479K	–	168
2020 Q3	$479K	Buy	+5,592	New	+$418K	0.22%	121

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

Elevated Capital Advisors's XLI Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.8% in Q2 2026, selling an estimated $22.4K and leaving 3,248 shares worth $602K. The position accounts for 0.17% of the portfolio, ranked #108.

Elevated Capital Advisors first reported a position in XLI in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Elevated Capital Advisors held 3,248 shares of State Street Industrial Select Sector SPDR ETF worth $602K as of Q2 2026.
Elevated Capital Advisors sold 129 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $22.4K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Elevated Capital Advisors's portfolio in Q2 2026, its #108 holding.
Elevated Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 19 quarters since.
Elevated Capital Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $3.21M in Q1 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.