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

Evoke Wealth’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	–	Sell	-11,590	Closed	-$1.87M	–	682
2026 Q1	$1.87M	Buy	11,590 +3,866	+50%	+$649K	0.03%	186
2025 Q4	$1.2M	Buy	7,724 +1,977	+34%	+$304K	0.02%	242
2025 Q3	$887K	Buy	5,747 +317	+6%	+$48K	0.02%	270
2025 Q2	$801K	Buy	5,430 +3,200	+143%	+$437K	0.02%	262
2025 Q1	$292K	Hold	2,230	–	–	0.01%	362
2024 Q4	$294K	Sell	2,230 -155	-6%	-$21.4K	0.01%	343
2024 Q3	$323K	Buy	+2,385	New	+$303K	0.01%	323
2022 Q4	–	Sell	-313	Closed	-$26K	–	1158
2022 Q3	$26K	Hold	313	–	–	﹤0.01%	607
2022 Q2	$27K	Hold	313	–	–	﹤0.01%	609
2022 Q1	$32K	Hold	313	–	–	﹤0.01%	583
2021 Q4	$33K	Hold	313	–	–	﹤0.01%	594
2021 Q3	$30K	Hold	313	–	–	﹤0.01%	573
2021 Q2	$32K	Sell	313 -270	-46%	-$27.7K	﹤0.01%	574
2021 Q1	$57K	Sell	583 -15,560	-96%	-$1.42M	﹤0.01%	438
2020 Q4	$1.43M	Buy	16,143 +15,830	+5,058%	+$1.33M	0.1%	67
2020 Q3	$24K	Sell	313 -880	-74%	-$65.8K	﹤0.01%	451
2020 Q2	$82K	Buy	+1,193	New	+$77.4K	0.01%	298

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

Evoke Wealth's XLI Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 11,590 shares — an estimated $1.87M sold.

Evoke Wealth first reported a position in XLI in Q2 2020 and held it in 17 quarters. The position peaked at $1.87M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evoke Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 11,590 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.87M.
Evoke Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and held it in 17 quarters.
Evoke Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $1.87M 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 Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.