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 Q2	$706K	Sell	3,813 -16	-0.4%	-$2.78K	0.15%	95
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 $1.55T 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

Evernest Financial Advisors's XLI Position: Q2 2026 in Review

Evernest Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.42% in Q2 2026, selling an estimated $2.78K and leaving 3,813 shares worth $706K. The position accounts for 0.15% of the portfolio, ranked #95.

Evernest Financial Advisors first reported a position in XLI in Q4 2021 and has held it in 12 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evernest Financial Advisors held 3,813 shares of State Street Industrial Select Sector SPDR ETF worth $706K as of Q2 2026.
Evernest Financial Advisors sold 16 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.78K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Evernest Financial Advisors's portfolio in Q2 2026, its #95 holding.
Evernest Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.