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

IFC 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	$470K	Hold	2,539	–	–	0.06%	117
2026 Q1	$411K	Hold	2,539	–	–	0.06%	105
2025 Q4	$394K	Hold	2,539	–	–	0.06%	120
2025 Q3	$392K	Hold	2,539	–	–	0.07%	120
2025 Q2	$375K	Hold	2,539	–	–	0.07%	128
2025 Q1	$333K	Hold	2,539	–	–	0.07%	122
2024 Q4	$335K	Buy	+2,539	New	+$350K	0.07%	114

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

IFC Advisors's XLI Position: Q2 2026 in Review

IFC Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,539 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #117.

IFC Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

IFC Advisors held 2,539 shares of State Street Industrial Select Sector SPDR ETF worth $470K as of Q2 2026.
IFC Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of IFC Advisors's portfolio in Q2 2026, its #117 holding.
IFC Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.