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

IBEX 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	$1.21M	Buy	+7,456	New	+$1.25M	0.11%	98
2025 Q4	–	Sell	-12,763	Closed	-$1.97M	–	208
2025 Q3	$1.97M	Sell	12,763 -29	-0.2%	-$4.39K	0.19%	88
2025 Q2	$1.89M	Buy	12,792 +1,297	+11%	+$177K	0.2%	81
2025 Q1	$1.51M	Sell	11,495 -543	-5%	-$73.4K	0.2%	89
2024 Q4	$1.59M	Buy	+12,038	New	+$1.66M	0.19%	92
2023 Q1	–	Sell	-21,417	Closed	-$2.1M	–	184
2022 Q4	$2.1M	Sell	21,417 -87	-0.4%	-$8.29K	0.48%	66
2022 Q3	$1.78M	Buy	21,504 +9	+0%	+$829	0.46%	72
2022 Q2	$1.88M	Buy	21,495 +8	+0%	+$754	0.43%	82
2022 Q1	$2.21M	Buy	21,487 +52	+0.2%	+$5.28K	0.42%	80
2021 Q4	$2.27M	Sell	21,435 -40	-0.2%	-$4.16K	0.4%	83
2021 Q3	$2.1M	Sell	21,475 -420	-2%	-$43.1K	0.4%	83
2021 Q2	$2.24M	Buy	21,895 +251	+1%	+$25.7K	0.45%	81
2021 Q1	$2.13M	Buy	21,644 +3,800	+21%	+$348K	0.53%	74
2020 Q4	$1.58M	Buy	+17,844	New	+$1.5M	0.41%	79

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

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

IBEX Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026: 7,456 shares worth $1.21M. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in XLI as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in XLI in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.27M in Q4 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

IBEX Wealth Advisors held 7,456 shares of State Street Industrial Select Sector SPDR ETF worth $1.21M as of Q1 2026.
State Street Industrial Select Sector SPDR ETF was a new IBEX Wealth Advisors position in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.11% of IBEX Wealth Advisors's portfolio in Q1 2026, its #98 holding.
IBEX Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 14 quarters since.
IBEX Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.27M in Q4 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.