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

Evernest Financial 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 Q1	$660K	Hold	3,829	–	–	0.14%	103
2025 Q4	$665K	Buy	3,829 +149	+4%	+$22.9K	0.14%	102
2025 Q3	$568K	Sell	3,680 -2	-0.1%	-$303	0.16%	111
2025 Q2	$543K	Sell	3,682 -1	-0%	-$136	0.18%	108
2025 Q1	$483K	Sell	3,683 -81	-2%	-$10.9K	0.17%	103
2024 Q4	$496K	Sell	3,764 -915	-20%	-$126K	0.13%	110
2024 Q3	$634K	Sell	4,679 -296	-6%	-$37.6K	0.17%	93
2024 Q2	$606K	Sell	4,975 -112	-2%	-$13.8K	0.27%	75
2024 Q1	$613K	Buy	5,087 +317	+7%	+$37.3K	0.29%	78
2023 Q4	$544K	Buy	+4,770	New	+$501K	0.28%	81
2021 Q4	$558K	Buy	+4,772	New	+$496K	0.29%	75

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evernest Financial Advisors's XLI Position: Q1 2026 in Review

Evernest Financial Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 3,829 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #103.

Evernest Financial Advisors first reported a position in XLI in Q4 2021 and has held it in 11 quarters since. The position peaked at $665K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Evernest Financial Advisors held 3,829 shares of State Street Industrial Select Sector SPDR ETF worth $660K as of Q1 2026.
Evernest Financial Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.14% of Evernest Financial Advisors's portfolio in Q1 2026, its #103 holding.
Evernest Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $665K in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.