Foundations Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Foundations Investment 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	$39.3M	Buy	212,312 +12,717	+6%	+$2.21M	0.4%	63
2026 Q1	$32.3M	Buy	199,595 +34,670	+21%	+$5.82M	0.4%	64
2025 Q4	$25.6M	Sell	164,925 -5,231	-3%	-$805K	0.34%	69
2025 Q3	$26.2M	Buy	170,156 +136,573	+407%	+$20.7M	0.38%	63
2025 Q2	$4.95M	Buy	33,583 +1,901	+6%	+$259K	0.08%	203
2025 Q1	$4.15M	Sell	31,682 -147,096	-82%	-$19.9M	0.08%	217
2024 Q4	$23.6M	Buy	178,778 +26,350	+17%	+$3.63M	0.45%	56
2024 Q3	$20.6M	Buy	152,428 +40,162	+36%	+$5.11M	0.43%	57
2024 Q2	$13.7M	Sell	112,266 -25,968	-19%	-$3.2M	0.33%	68
2024 Q1	$17.4M	Buy	138,234 +4,327	+3%	+$509K	0.46%	53
2023 Q4	$15.4M	Buy	133,907 +30,552	+30%	+$3.21M	0.41%	53
2023 Q3	$10.5M	Buy	103,355 +9,816	+10%	+$1.05M	0.32%	64
2023 Q2	$10M	Buy	93,539 +28,381	+44%	+$2.86M	0.33%	55
2023 Q1	$6.59M	Sell	65,158 -29,329	-31%	-$2.95M	0.24%	71
2022 Q4	$9.28M	Sell	94,487 -17,333	-16%	-$1.65M	0.37%	44
2022 Q3	$9.26M	Buy	111,820 +9,980	+10%	+$919K	0.4%	38
2022 Q2	$8.89M	Buy	101,840 +34,731	+52%	+$3.27M	0.37%	33
2022 Q1	$6.71M	Buy	67,109 +19,381	+41%	+$1.97M	0.26%	37
2021 Q4	$5.07M	Buy	47,728 +22,139	+87%	+$2.3M	0.19%	44
2021 Q3	$2.55M	Sell	25,589 -16,079	-39%	-$1.65M	0.11%	69
2021 Q2	$4.31M	Buy	41,668 +13,528	+48%	+$1.39M	0.21%	49
2021 Q1	$2.79M	Buy	28,140 +4,782	+20%	+$438K	0.16%	52
2020 Q4	$2.09M	Buy	+23,358	New	+$1.97M	0.14%	52
2020 Q1	–	Sell	-465,752	Closed	-$38.6M	–	151
2019 Q4	$38.6M	Buy	465,752 +452,930	+3,532%	+$36.2M	4.75%	9
2019 Q3	$959K	Sell	12,822 -283,825	-96%	-$21.8M	0.13%	70
2019 Q2	$23.1M	Buy	+296,647	New	+$22.6M	3.47%	10
2018 Q4	–	Sell	-294,108	Closed	-$23.1M	–	136
2018 Q3	$23.1M	Buy	294,108 +33,721	+13%	+$2.57M	5.61%	6
2018 Q2	$18.7M	Buy	+260,387	New	+$19.3M	4.97%	7

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

Foundations Investment Advisors's XLI Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.4% in Q2 2026, buying an estimated $2.21M and bringing the position to 212,312 shares worth $39.3M. The position accounts for 0.4% of the portfolio, ranked #63.

Foundations Investment Advisors first reported a position in XLI in Q2 2018 and has held it in 28 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Foundations Investment Advisors held 212,312 shares of State Street Industrial Select Sector SPDR ETF worth $39.3M as of Q2 2026.
Foundations Investment Advisors bought 12,717 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.21M.
State Street Industrial Select Sector SPDR ETF made up 0.4% of Foundations Investment Advisors's portfolio in Q2 2026, its #63 holding.
Foundations Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and has held it in 28 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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