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

INVST’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	$1.67M	Sell	9,000 -3,741	-29%	-$650K	0.16%	97
2026 Q1	$2.06M	Sell	12,741 -1,348	-10%	-$226K	0.23%	76
2025 Q4	$2.19M	Sell	14,089 -306	-2%	-$47.1K	0.24%	76
2025 Q3	$2.22M	Buy	14,395 +5,870	+69%	+$889K	0.25%	74
2025 Q2	$1.26M	Buy	8,525 +1,335	+19%	+$182K	0.16%	114
2025 Q1	$942K	Buy	+7,190	New	+$972K	0.13%	133
2024 Q4	–	Sell	-1,686	Closed	-$228K	–	269
2024 Q3	$228K	Sell	1,686 -1,750	-51%	-$222K	0.03%	228
2024 Q2	$414K	Buy	3,436 +1,162	+51%	+$143K	0.05%	190
2024 Q1	$284K	Buy	+2,274	New	+$268K	0.03%	195

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

INVST's XLI Position: Q2 2026 in Review

INVST reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 29% in Q2 2026, selling an estimated $650K and leaving 9,000 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #97.

INVST first reported a position in XLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.22M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

INVST held 9,000 shares of State Street Industrial Select Sector SPDR ETF worth $1.67M as of Q2 2026.
INVST sold 3,741 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $650K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of INVST's portfolio in Q2 2026, its #97 holding.
INVST first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
INVST's State Street Industrial Select Sector SPDR ETF position peaked at $2.22M in Q3 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.