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 Q3	$347K	Sell	2,075 -269	-11%	-$47.9K	0.03%	384
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fiduciary Alliance's XLI Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q3 2026, selling an estimated $47.9K and leaving 2,075 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #384.

Fiduciary Alliance first reported a position in XLI in Q4 2022 and has held it in 8 quarters since. The position peaked at $434K in Q2 2026. 968 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Fiduciary Alliance held 2,075 shares of State Street Industrial Select Sector SPDR ETF worth $347K as of Q3 2026.
Fiduciary Alliance sold 269 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $47.9K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #384 holding.
Fiduciary Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's State Street Industrial Select Sector SPDR ETF position peaked at $434K in Q2 2026.
968 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.