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

Flagship 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 Q2	$101K	Sell	544 -41	-7%	-$7.13K	0.02%	204
2026 Q1	$86.3K	Buy	585 +47	+9%	+$7.89K	0.04%	152
2025 Q4	$83.5K	Hold	538	–	–	0.02%	181
2025 Q3	$83K	Sell	538 -47	-8%	-$7.12K	0.03%	179
2025 Q2	$86.3K	Hold	585	–	–	0.03%	166
2025 Q1	$76.7K	Hold	585	–	–	0.03%	166
2024 Q4	$77.1K	Buy	+585	New	+$80.6K	0.05%	159

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

Flagship Wealth Advisors's XLI Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q2 2026, selling an estimated $7.13K and leaving 544 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #204.

Flagship Wealth Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Flagship Wealth Advisors held 544 shares of State Street Industrial Select Sector SPDR ETF worth $101K as of Q2 2026.
Flagship Wealth Advisors sold 41 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.13K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Flagship Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 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 Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.