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 Q2	$434K	Buy	2,344 +196	+9%	+$34.1K	0.03%	391
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 $1.55T 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

Fiduciary Alliance's XLI Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 2,344 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #391.

Fiduciary Alliance first reported a position in XLI in Q4 2022 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fiduciary Alliance held 2,344 shares of State Street Industrial Select Sector SPDR ETF worth $434K as of Q2 2026.
Fiduciary Alliance bought 196 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $34.1K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Fiduciary Alliance's portfolio in Q2 2026, its #391 holding.
Fiduciary Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.