Global Assets Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Assets Advisory’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	$789K	Sell	4,290 -48	-1%	-$8.34K	0.17%	135
2026 Q1	$702K	Sell	4,338 -135	-3%	-$22.7K	0.2%	89
2025 Q4	$694K	Sell	4,473 -96	-2%	-$14.8K	0.2%	105
2025 Q3	$705K	Sell	4,569 -249	-5%	-$37.7K	0.21%	108
2025 Q2	$713K	Sell	4,818 -9,630	-67%	-$1.31M	0.28%	86
2025 Q1	$1.81M	Buy	14,448 +10,316	+250%	+$1.39M	0.34%	66
2024 Q4	$543K	Buy	+4,132	New	+$570K	0.3%	78
2024 Q2	–	Sell	-23,873	Closed	-$191K	–	538
2024 Q1	$191K	Buy	+23,873	New	+$2.81M	0.01%	456

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

Global Assets Advisory's XLI Position: Q2 2026 in Review

Global Assets Advisory reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q2 2026, selling an estimated $8.34K and leaving 4,290 shares worth $789K. The position accounts for 0.17% of the portfolio, ranked #135.

Global Assets Advisory first reported a position in XLI in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Global Assets Advisory held 4,290 shares of State Street Industrial Select Sector SPDR ETF worth $789K as of Q2 2026.
Global Assets Advisory sold 48 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.34K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Global Assets Advisory's portfolio in Q2 2026, its #135 holding.
Global Assets Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Global Assets Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $1.81M in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.