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

Exencial 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 Q1	$1.09M	Sell	6,713 -334	-5%	-$56.1K	0.03%	285
2025 Q4	$1.09M	Sell	7,047 -241	-3%	-$37.1K	0.03%	284
2025 Q3	$1.12M	Buy	7,288 +52	+0.7%	+$7.88K	0.04%	276
2025 Q2	$1.07M	Sell	7,236 -522	-7%	-$71.2K	0.04%	277
2025 Q1	$1.02M	Sell	7,758 -187	-2%	-$25.3K	0.04%	278
2024 Q4	$1.05M	Sell	7,945 -51	-0.6%	-$7.03K	0.04%	278
2024 Q3	$1.08M	Sell	7,996 -231	-3%	-$29.4K	0.04%	265
2024 Q2	$1M	Buy	8,227 +601	+8%	+$74.1K	0.04%	272
2024 Q1	$961K	Buy	7,626 +19	+0.2%	+$2.24K	0.04%	281
2023 Q4	$867K	Buy	7,607 +316	+4%	+$33.2K	0.04%	277
2023 Q3	$739K	Sell	7,291 -1,059	-13%	-$113K	0.04%	257
2023 Q2	$896K	Sell	8,350 -130	-2%	-$13.1K	0.04%	241
2023 Q1	$858K	Buy	8,480 +119	+1%	+$12K	0.04%	233
2022 Q4	$821K	Buy	8,361 +1,037	+14%	+$98.8K	0.04%	234
2022 Q3	$607K	Sell	7,324 -547	-7%	-$50.4K	0.04%	249
2022 Q2	$687K	Buy	7,871 +788	+11%	+$74.3K	0.04%	250
2022 Q1	$729K	Buy	7,083 +1,359	+24%	+$138K	0.04%	260
2021 Q4	$606K	Buy	+5,724	New	+$595K	0.03%	281
2021 Q3	–	Sell	-4,744	Closed	-$486K	–	470
2021 Q2	$486K	Buy	+4,744	New	+$486K	0.03%	316

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Exencial Wealth Advisors's XLI Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.7% in Q1 2026, selling an estimated $56.1K and leaving 6,713 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #285.

Exencial Wealth Advisors first reported a position in XLI in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2025. 1,561 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Exencial Wealth Advisors held 6,713 shares of State Street Industrial Select Sector SPDR ETF worth $1.09M as of Q1 2026.
Exencial Wealth Advisors sold 334 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $56.1K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #285 holding.
Exencial Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Exencial Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.12M in Q3 2025.
1,561 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.