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

IMZ 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	$20.5M	Buy	110,817 +2,928	+3%	+$509K	6.5%	7
2026 Q1	$17.4M	Sell	107,889 -2,728	-2%	-$458K	6.6%	7
2025 Q4	$17.2M	Sell	110,617 -5,736	-5%	-$883K	6.28%	7
2025 Q3	$17.9M	Buy	116,353 +12,097	+12%	+$1.83M	6.68%	6
2025 Q2	$15.8M	Sell	104,256 -2,411	-2%	-$329K	6.32%	7
2025 Q1	$14M	Sell	106,667 -444	-0.4%	-$60K	6.34%	7
2024 Q4	$14.1M	Buy	107,111 +209	+0.2%	+$28.8K	6.44%	7
2024 Q3	$14.5M	Sell	106,902 -6,827	-6%	-$868K	6.7%	7
2024 Q2	$13.9M	Sell	113,729 -3,177	-3%	-$392K	6.92%	7
2024 Q1	$14.7M	Buy	116,906 +3,139	+3%	+$369K	7.59%	7
2023 Q4	$13.4M	Buy	+113,767	New	+$11.9M	7.24%	7

Other funds holding XLI

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return