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

Hillcrest 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	$1.06M	Buy	5,715 +1,215	+27%	+$211K	0.38%	29
2026 Q1	$728K	Hold	4,500	–	–	0.29%	33
2025 Q4	$698K	Hold	4,500	–	–	0.3%	32
2025 Q3	$694K	Hold	4,500	–	–	0.31%	29
2025 Q2	$664K	Hold	4,500	–	–	0.31%	31
2025 Q1	$590K	Hold	4,500	–	–	0.29%	33
2024 Q4	$593K	Hold	4,500	–	–	0.28%	34
2024 Q3	$609K	Hold	4,500	–	–	0.3%	31
2024 Q2	$548K	Sell	4,500 -250	-5%	-$30.8K	0.3%	33
2024 Q1	$598K	Hold	4,750	–	–	0.32%	31
2023 Q4	$541K	Buy	4,750 +1,000	+27%	+$105K	0.3%	32
2023 Q3	$380K	Buy	3,750 +1,250	+50%	+$134K	0.22%	37
2023 Q2	$268K	Sell	2,500 -1,500	-38%	-$151K	0.16%	41
2023 Q1	$405K	Hold	4,000	–	–	0.24%	36
2022 Q4	$393K	Sell	4,000 -5,625	-58%	-$536K	0.23%	36
2022 Q3	$797K	Sell	9,625 -975	-9%	-$89.8K	0.51%	30
2022 Q2	$926K	Buy	10,600 +4,950	+88%	+$467K	0.56%	30
2022 Q1	$582K	Buy	5,650 +50	+0.9%	+$5.08K	0.32%	34
2021 Q4	$593K	Hold	5,600	–	–	0.32%	34
2021 Q3	$548K	Hold	5,600	–	–	0.33%	33
2021 Q2	$573K	Sell	5,600 -400	-7%	-$41K	0.35%	33
2021 Q1	$591K	Sell	6,000 -1,800	-23%	-$165K	0.36%	31
2020 Q4	$691K	Buy	7,800 +4,850	+164%	+$409K	0.46%	28
2020 Q3	$227K	Buy	+2,950	New	+$221K	0.16%	52

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

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

Hillcrest Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 27% in Q2 2026, buying an estimated $211K and bringing the position to 5,715 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #29.

Hillcrest Wealth Advisors first reported a position in XLI in Q3 2020 and has held it in 24 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Hillcrest Wealth Advisors held 5,715 shares of State Street Industrial Select Sector SPDR ETF worth $1.06M as of Q2 2026.
Hillcrest Wealth Advisors bought 1,215 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $211K.
State Street Industrial Select Sector SPDR ETF made up 0.38% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Hillcrest Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.