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

IAM 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	$586K	Buy	3,164 +1,077	+52%	+$187K	0.11%	74
2026 Q1	$337K	Sell	2,087 -174	-8%	-$29.2K	0.08%	81
2025 Q4	$351K	Sell	2,261 -9	-0.4%	-$1.39K	0.08%	80
2025 Q3	$350K	Buy	2,270 +184	+9%	+$27.9K	0.08%	79
2025 Q2	$308K	Sell	2,086 -195	-9%	-$26.6K	0.07%	80
2025 Q1	$299K	Buy	2,281 +166	+8%	+$22.4K	0.08%	82
2024 Q4	$279K	Sell	2,115 -1,657	-44%	-$228K	0.07%	84
2024 Q3	$511K	Buy	3,772 +621	+20%	+$78.9K	0.13%	74
2024 Q2	$384K	Sell	3,151 -1,459	-32%	-$180K	0.1%	75
2024 Q1	$581K	Buy	4,610 +2,402	+109%	+$283K	0.16%	69
2023 Q4	$252K	Sell	2,208 -1,839	-45%	-$193K	0.08%	83
2023 Q3	$410K	Buy	4,047 +184	+5%	+$19.7K	0.14%	68
2023 Q2	$415K	Sell	3,863 -269	-7%	-$27.1K	0.14%	67
2023 Q1	$418K	Sell	4,132 -1,564	-27%	-$157K	0.14%	72
2022 Q4	$559K	Buy	+5,696	New	+$542K	0.21%	57
2022 Q3	–	Sell	-2,414	Closed	-$211K	–	86
2022 Q2	$211K	Buy	2,414 +85	+4%	+$8.01K	0.09%	75
2022 Q1	$240K	Buy	2,329 +98	+4%	+$9.95K	0.1%	67
2021 Q4	$235K	Sell	2,231 -200	-8%	-$20.8K	0.09%	70
2021 Q3	$243K	Buy	+2,431	New	+$250K	0.1%	68
2021 Q2	–	Sell	-49,656	Closed	-$5.11M	–	107
2021 Q1	$5.11M	Buy	+49,656	New	+$4.55M	2.23%	6

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

IAM Advisory's XLI Position: Q2 2026 in Review

IAM Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 52% in Q2 2026, buying an estimated $187K and bringing the position to 3,164 shares worth $586K. The position accounts for 0.11% of the portfolio, ranked #74.

IAM Advisory first reported a position in XLI in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.11M in Q1 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

IAM Advisory held 3,164 shares of State Street Industrial Select Sector SPDR ETF worth $586K as of Q2 2026.
IAM Advisory bought 1,077 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $187K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of IAM Advisory's portfolio in Q2 2026, its #74 holding.
IAM Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
IAM Advisory's State Street Industrial Select Sector SPDR ETF position peaked at $5.11M in Q1 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.