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Innovative Asset Advisors Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Innovative Asset Advisors Group’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 		$59.3K Buy
320
+1
+0.3% +$174 0.03% 260
2026
Q1 		$51.6K Buy
+319
New +$53.5K 0.03% 305

Other funds holding XLI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Innovative Asset Advisors Group's XLI Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.31% in Q2 2026, buying an estimated $174 and bringing the position to 320 shares worth $59.3K. The position accounts for 0.03% of the portfolio, ranked #260.

Innovative Asset Advisors Group first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Innovative Asset Advisors Group held 320 shares of State Street Industrial Select Sector SPDR ETF worth $59.3K as of Q2 2026.
  • Innovative Asset Advisors Group bought 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #260 holding.
  • Innovative Asset Advisors Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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