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

Investmark Advisory 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	$230K	Buy	1,241 +4	+0.3%	+$695	0.09%	133
2026 Q1	$200K	Buy	+1,237	New	+$208K	0.09%	138
2022 Q1	–	Sell	-1,394	Closed	-$147K	–	365
2021 Q4	$147K	Buy	+1,394	New	+$145K	0.14%	105

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

Investmark Advisory Group's XLI Position: Q2 2026 in Review

Investmark Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.32% in Q2 2026, buying an estimated $695 and bringing the position to 1,241 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #133.

Investmark Advisory Group first reported a position in XLI in Q4 2021 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Investmark Advisory Group held 1,241 shares of State Street Industrial Select Sector SPDR ETF worth $230K as of Q2 2026.
Investmark Advisory Group bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $695.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Investmark Advisory Group's portfolio in Q2 2026, its #133 holding.
Investmark Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.