Guardian Wealth Advisors (North Carolina)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-547	Closed	-$88.4K	–	614
2026 Q1	$88.4K	Buy	+547	New	+$91.8K	0.01%	403
2025 Q3	–	Sell	-27	Closed	-$3.92K	–	561
2025 Q2	$3.92K	Hold	27	–	–	﹤0.01%	515
2025 Q1	$3.48K	Buy	27 +1	+4%	+$135	﹤0.01%	494
2024 Q4	$3.48K	Sell	26 -2	-7%	-$276	﹤0.01%	476
2024 Q3	$3.84K	Hold	28	–	–	﹤0.01%	415
2024 Q2	$3.44K	Sell	28 -96	-77%	-$11.8K	﹤0.01%	401
2024 Q1	$15.6K	Sell	124 -75	-38%	-$8.83K	﹤0.01%	368
2023 Q4	$22.7K	Sell	199 -185	-48%	-$19.4K	﹤0.01%	347
2023 Q3	$38.9K	Sell	384 -140	-27%	-$15K	0.01%	311
2023 Q2	$56.2K	Sell	524 -150	-22%	-$15.1K	0.01%	272
2023 Q1	$68.2K	Buy	674 +4	+0.6%	+$402	0.01%	251
2022 Q4	$65.8K	Sell	670 -70	-9%	-$6.67K	0.01%	242
2022 Q3	$61K	Hold	740	–	–	0.01%	228
2022 Q2	$65K	Sell	740 -14	-2%	-$1.32K	0.01%	223
2022 Q1	$78K	Sell	754 -72	-9%	-$7.31K	0.03%	181
2021 Q4	$87K	Buy	+826	New	+$85.8K	0.04%	162

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

Guardian Wealth Advisors (North Carolina)'s XLI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 547 shares — an estimated $88.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLI in Q4 2021 and held it in 16 quarters. The position peaked at $88.4K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 547 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $88.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street Industrial Select Sector SPDR ETF position peaked at $88.4K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.