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

IFP 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	$6.87M	Sell	37,106 -545	-1%	-$94.7K	0.12%	189
2026 Q1	$6.09M	Buy	37,651 +1,137	+3%	+$191K	0.13%	185
2025 Q4	$5.66M	Sell	36,514 -3,116	-8%	-$479K	0.13%	170
2025 Q3	$6.11M	Sell	39,630 -2,286	-5%	-$346K	0.16%	137
2025 Q2	$6.18M	Buy	41,916 +885	+2%	+$121K	0.18%	122
2025 Q1	$5.38M	Buy	41,031 +871	+2%	+$118K	0.17%	133
2024 Q4	$5.29M	Buy	40,160 +7,831	+24%	+$1.08M	0.17%	130
2024 Q3	$4.38M	Buy	32,329 +25,432	+369%	+$3.23M	0.16%	139
2024 Q2	$841K	Buy	6,897 +1,571	+29%	+$194K	0.03%	493
2024 Q1	$671K	Sell	5,326 -39,337	-88%	-$4.63M	0.03%	526
2023 Q4	$5.09M	Sell	44,663 -3,162	-7%	-$332K	0.24%	88
2023 Q3	$4.85M	Buy	47,825 +41,655	+675%	+$4.46M	0.22%	97
2023 Q2	$662K	Sell	6,170 -4,899	-44%	-$493K	0.03%	552
2023 Q1	$617K	Sell	11,069 -11,694	-51%	-$1.18M	0.03%	527
2022 Q4	$1.44M	Sell	22,763 -3,573	-14%	-$340K	0.04%	474
2022 Q3	$1.68M	Buy	26,336 +554	+2%	+$51K	0.04%	462
2022 Q2	$1.46M	Hold	25,782	–	–	0.05%	453
2022 Q1	$1.46M	Buy	25,782 +9,490	+58%	+$964K	0.05%	453
2021 Q4	$1.72M	Buy	16,292 +629	+4%	+$65.3K	0.03%	301
2021 Q3	$1.54M	Sell	15,663 -118	-0.7%	-$12.1K	0.03%	311
2021 Q2	$1.61M	Buy	15,781 +256	+2%	+$26.2K	0.03%	286
2021 Q1	$1.52M	Buy	15,525 +2,177	+16%	+$199K	0.03%	288
2020 Q4	$1.18M	Sell	13,348 -235	-2%	-$19.8K	0.05%	307
2020 Q3	$1.04M	Sell	13,583 -1,367	-9%	-$102K	0.06%	284
2020 Q2	$1.02M	Buy	14,950 +1,042	+7%	+$67.6K	0.08%	259
2020 Q1	$855K	Sell	13,908 -17,468	-56%	-$1.32M	0.09%	234
2019 Q4	$2.56M	Buy	31,376 +16,131	+106%	+$1.29M	0.19%	125
2019 Q3	$1.18M	Buy	+15,245	New	+$1.17M	0.08%	266
2019 Q1	$862K	Sell	11,504 -16,779	-59%	-$1.21M	0.12%	184
2018 Q4	$1.8M	Sell	28,283 -13,488	-32%	-$956K	0.11%	206
2018 Q3	$3.27M	Sell	41,771 -10,904	-21%	-$831K	0.13%	180
2018 Q2	$3.77M	Buy	52,675 +1,801	+4%	+$134K	0.16%	150
2018 Q1	$3.85M	Hold	50,874	–	–	0.17%	131
2017 Q4	$3.85M	Sell	50,874 -3,714	-7%	-$270K	0.17%	131
2017 Q3	$3.88M	Buy	54,588 +759	+1%	+$52.2K	0.15%	150
2017 Q2	$3.67M	Buy	53,829 +5,199	+11%	+$347K	0.16%	145
2017 Q1	$3.16M	Buy	48,630 +590	+1%	+$38.1K	0.14%	166
2016 Q4	$2.99M	Buy	48,040 +23,284	+94%	+$1.4M	0.14%	159
2016 Q3	$1.45M	Buy	24,756 +7,285	+42%	+$423K	0.08%	279
2016 Q2	$979K	Buy	17,471 +5,967	+52%	+$333K	0.05%	362
2016 Q1	$862K	Buy	11,504 +770	+7%	+$39.8K	0.12%	184
2015 Q4	$569K	Buy	+10,734	New	+$576K	0.04%	460

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

IFP Advisors's XLI Position: Q2 2026 in Review

IFP Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.4% in Q2 2026, selling an estimated $94.7K and leaving 37,106 shares worth $6.87M. The position accounts for 0.12% of the portfolio, ranked #189.

IFP Advisors first reported a position in XLI in Q4 2015 and has held it in 42 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

IFP Advisors held 37,106 shares of State Street Industrial Select Sector SPDR ETF worth $6.87M as of Q2 2026.
IFP Advisors sold 545 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $94.7K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of IFP Advisors's portfolio in Q2 2026, its #189 holding.
IFP Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.