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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hillcrest Wealth Advisors's XLI Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 4,500 shares worth $728K. The position accounts for 0.29% of the portfolio, ranked #33.

Hillcrest Wealth Advisors first reported a position in XLI in Q3 2020 and has held it in 23 quarters since. The position peaked at $926K in Q2 2022. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Hillcrest Wealth Advisors held 4,500 shares of State Street Industrial Select Sector SPDR ETF worth $728K as of Q1 2026.
Hillcrest Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Hillcrest Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
Hillcrest Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $926K in Q2 2022.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.