Independent Advisor Alliance’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Independent Advisor Alliance’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	$881K	Sell	4,754 -37,889	-89%	-$6.58M	0.02%	500
2026 Q1	$6.9M	Buy	42,643 +37,740	+770%	+$6.33M	0.07%	245
2025 Q4	$761K	Buy	4,903 +1,038	+27%	+$160K	0.02%	539
2025 Q3	$596K	Sell	3,865 -147	-4%	-$22.3K	0.02%	573
2025 Q2	$592K	Buy	+4,012	New	+$547K	0.02%	537
2025 Q1	–	Sell	-77,554	Closed	-$10.2M	–	1382
2024 Q4	$10.2M	Buy	77,554 +75,841	+4,427%	+$10.5M	0.14%	163
2024 Q3	$232K	Buy	+1,713	New	+$218K	0.01%	624
2020 Q1	–	Sell	-9,931	Closed	-$809K	–	881
2019 Q4	$809K	Buy	+9,931	New	+$793K	0.04%	421

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

Independent Advisor Alliance's XLI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 89% in Q2 2026, selling an estimated $6.58M and leaving 4,754 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #500.

Independent Advisor Alliance first reported a position in XLI in Q4 2019 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Independent Advisor Alliance held 4,754 shares of State Street Industrial Select Sector SPDR ETF worth $881K as of Q2 2026.
Independent Advisor Alliance sold 37,889 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $6.58M.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #500 holding.
Independent Advisor Alliance first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's State Street Industrial Select Sector SPDR ETF position peaked at $10.2M in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.