Financial Engines Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Engines 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 Q2	$1.62M	Sell	8,743 -119	-1%	-$20.7K	﹤0.01%	265
2026 Q1	$1.43M	Buy	8,862 +6	+0.1%	+$1.01K	﹤0.01%	260
2025 Q4	$1.37M	Sell	8,856 -51	-0.6%	-$7.85K	﹤0.01%	275
2025 Q3	$1.37M	Sell	8,907 -393	-4%	-$59.5K	﹤0.01%	273
2025 Q2	$1.37M	Buy	9,300 +3,648	+65%	+$498K	﹤0.01%	258
2025 Q1	$741K	Sell	5,652 -250	-4%	-$33.8K	﹤0.01%	291
2024 Q4	$778K	Buy	5,902 +526	+10%	+$72.5K	﹤0.01%	284
2024 Q3	$728K	Sell	5,376 -883	-14%	-$112K	﹤0.01%	256
2024 Q2	$763K	Sell	6,259 -510	-8%	-$62.9K	﹤0.01%	225
2024 Q1	$853K	Sell	6,769 -243	-3%	-$28.6K	﹤0.01%	211
2023 Q4	$799K	Sell	7,012 -18,314	-72%	-$1.92M	﹤0.01%	196
2023 Q3	$2.57M	Sell	25,326 -8,501	-25%	-$910K	0.01%	113
2023 Q2	$3.63M	Sell	33,827 -5,415	-14%	-$545K	0.01%	101
2023 Q1	$3.97M	Sell	39,242 -22,186	-36%	-$2.23M	0.01%	97
2022 Q4	$6.03M	Sell	61,428 -88,832	-59%	-$8.46M	0.02%	89
2022 Q3	$12.4M	Sell	150,260 -13,049	-8%	-$1.2M	0.04%	69
2022 Q2	$14.3M	Sell	163,309 -5,035	-3%	-$475K	0.04%	65
2022 Q1	$17.3M	Buy	+168,344	New	+$17.1M	0.05%	61
2018 Q2	–	Sell	-233	Closed	-$17K	–	162
2018 Q1	$17K	Buy	+233	New	+$18K	﹤0.01%	88

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

Financial Engines Advisors's XLI Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q2 2026, selling an estimated $20.7K and leaving 8,743 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Financial Engines Advisors first reported a position in XLI in Q1 2018 and has held it in 19 quarters since. The position peaked at $17.3M in Q1 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Financial Engines Advisors held 8,743 shares of State Street Industrial Select Sector SPDR ETF worth $1.62M as of Q2 2026.
Financial Engines Advisors sold 119 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.7K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #265 holding.
Financial Engines Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 19 quarters since.
Financial Engines Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $17.3M in Q1 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.