Ipsen Advisor Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ipsen Advisor 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 Q1	$579K	Buy	3,580 +10	+0.3%	+$1.68K	0.41%	67
2025 Q4	$554K	Sell	3,570 -86	-2%	-$13.2K	0.39%	71
2025 Q3	$564K	Sell	3,656 -157	-4%	-$23.8K	0.41%	63
2025 Q2	$562K	Buy	3,813 +19	+0.5%	+$2.59K	0.43%	61
2025 Q1	$497K	Buy	3,794 +12	+0.3%	+$1.62K	0.43%	59
2024 Q4	$498K	Buy	+3,782	New	+$521K	0.43%	57
2022 Q4	$375K	Buy	+3,820	New	+$364K	0.43%	62

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ipsen Advisor Group's XLI Position: Q1 2026 in Review

Ipsen Advisor Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.28% in Q1 2026, buying an estimated $1.68K and bringing the position to 3,580 shares worth $579K. The position accounts for 0.41% of the portfolio, ranked #67.

Ipsen Advisor Group first reported a position in XLI in Q4 2022 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Ipsen Advisor Group held 3,580 shares of State Street Industrial Select Sector SPDR ETF worth $579K as of Q1 2026.
Ipsen Advisor Group bought 10 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.68K.
State Street Industrial Select Sector SPDR ETF made up 0.41% of Ipsen Advisor Group's portfolio in Q1 2026, its #67 holding.
Ipsen Advisor Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.