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 Q2	$3.04M	Buy	16,397 +8,941	+120%	+$1.55M	0.24%	79
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 $1.55T 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

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

IBEX Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 120% in Q2 2026, buying an estimated $1.55M and bringing the position to 16,397 shares worth $3.04M. The position accounts for 0.24% of the portfolio, ranked #79.

IBEX Wealth Advisors first reported a position in XLI in Q4 2020 and has held it in 15 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

IBEX Wealth Advisors held 16,397 shares of State Street Industrial Select Sector SPDR ETF worth $3.04M as of Q2 2026.
IBEX Wealth Advisors bought 8,941 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.55M.
State Street Industrial Select Sector SPDR ETF made up 0.24% of IBEX Wealth Advisors's portfolio in Q2 2026, its #79 holding.
IBEX Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.