Fiduciary Alliance’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fiduciary Alliance’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	$368K	Buy	2,148 +409	+24%	+$68.6K	0.02%	413
2025 Q4	$270K	Buy	1,739 +289	+20%	+$44.5K	0.02%	439
2025 Q3	$224K	Sell	1,450 -49	-3%	-$7.42K	0.02%	468
2025 Q2	$221K	Buy	+1,499	New	+$204K	0.02%	447
2023 Q3	–	Sell	-1,370	Closed	-$147K	–	962
2023 Q2	$147K	Buy	+1,370	New	+$138K	0.03%	172
2023 Q1	–	Sell	-183	Closed	-$18K	–	882
2022 Q4	$18K	Buy	+183	New	+$17.4K	﹤0.01%	327

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

Fiduciary Alliance's XLI Position: Q1 2026 in Review

Fiduciary Alliance increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 24% in Q1 2026, buying an estimated $68.6K and bringing the position to 2,148 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #413.

Fiduciary Alliance first reported a position in XLI in Q4 2022 and has held it in 6 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Fiduciary Alliance held 2,148 shares of State Street Industrial Select Sector SPDR ETF worth $368K as of Q1 2026.
Fiduciary Alliance bought 409 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $68.6K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #413 holding.
Fiduciary Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.