Fortis Group Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Fortis Group 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	$327K	Sell	1,763 -1,884	-52%	-$327K	0.05%	211
2026 Q1	$636K	Buy	3,647 +354	+11%	+$59.4K	0.11%	177
2025 Q4	$544K	Sell	3,293 -8,109	-71%	-$1.25M	0.09%	199
2025 Q3	$1.77M	Sell	11,402 -1,764	-13%	-$267K	0.3%	76
2025 Q2	$2M	Sell	13,166 -14,220	-52%	-$1.94M	0.36%	68
2025 Q1	$3.59M	Sell	27,386 -23,181	-46%	-$3.13M	0.7%	48
2024 Q4	$6.66M	Buy	50,567 +40,697	+412%	+$5.61M	1.24%	21
2024 Q3	$1.34M	Buy	9,870 +213	+2%	+$27.1K	0.25%	81
2024 Q2	$1.18M	Buy	9,657 +301	+3%	+$37.1K	0.23%	74
2024 Q1	$1.18M	Buy	9,356 +9,206	+6,137%	+$1.08M	0.22%	85
2023 Q4	$17.1K	Buy	150 +75	+100%	+$7.87K	﹤0.01%	249
2023 Q3	$7.62K	Buy	+75	New	+$8.03K	﹤0.01%	247
2020 Q3	$5K	Buy	+75	New	+$5.61K	﹤0.01%	347

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

Fortis Group Advisors's XLI Position: Q2 2026 in Review

Fortis Group Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 52% in Q2 2026, selling an estimated $327K and leaving 1,763 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #211.

Fortis Group Advisors first reported a position in XLI in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.66M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fortis Group Advisors held 1,763 shares of State Street Industrial Select Sector SPDR ETF worth $327K as of Q2 2026.
Fortis Group Advisors sold 1,884 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $327K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #211 holding.
Fortis Group Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.66M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.