EverSource Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

EverSource Wealth 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	$190K	Sell	1,028 -432	-30%	-$75.1K	0.01%	1025
2026 Q1	$236K	Hold	1,460	–	–	0.01%	961
2025 Q4	$226K	Buy	1,460 +13	+0.9%	+$2K	0.01%	889
2025 Q3	$223K	Sell	1,447 -2	-0.1%	-$303	0.01%	853
2025 Q2	$214K	Sell	1,449 -17	-1%	-$2.32K	0.01%	825
2025 Q1	$192K	Buy	1,466 +218	+17%	+$29.5K	0.01%	677
2024 Q4	$164K	Buy	+1,248	New	+$172K	0.01%	723
2024 Q2	–	Sell	-65	Closed	-$7.9K	–	3154
2024 Q1	$7.9K	Buy	65 +15	+30%	+$1.76K	﹤0.01%	1820
2023 Q4	$5.7K	Hold	50	–	–	﹤0.01%	1804
2023 Q3	$5.07K	Hold	50	–	–	﹤0.01%	1709
2023 Q2	$5.37K	Hold	50	–	–	﹤0.01%	1704
2023 Q1	$5.06K	Hold	50	–	–	﹤0.01%	1639
2022 Q4	$4.91K	Buy	+50	New	+$4.76K	﹤0.01%	1607
2022 Q1	–	Sell	-55	Closed	-$6K	–	1868
2021 Q4	$6K	Buy	+55	New	+$5.71K	﹤0.01%	1214

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

EverSource Wealth Advisors's XLI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, selling an estimated $75.1K and leaving 1,028 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1025.

EverSource Wealth Advisors first reported a position in XLI in Q4 2021 and has held it in 14 quarters since. The position peaked at $236K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

EverSource Wealth Advisors held 1,028 shares of State Street Industrial Select Sector SPDR ETF worth $190K as of Q2 2026.
EverSource Wealth Advisors sold 432 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $75.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1025 holding.
EverSource Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $236K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.