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 Q2	$665K	Buy	3,589 +9	+0.3%	+$1.56K	0.43%	57
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 $1.55T 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

Ipsen Advisor Group's XLI Position: Q2 2026 in Review

Ipsen Advisor Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.25% in Q2 2026, buying an estimated $1.56K and bringing the position to 3,589 shares worth $665K. The position accounts for 0.43% of the portfolio, ranked #57.

Ipsen Advisor Group first reported a position in XLI in Q4 2022 and has held it in 8 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ipsen Advisor Group held 3,589 shares of State Street Industrial Select Sector SPDR ETF worth $665K as of Q2 2026.
Ipsen Advisor Group bought 9 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.56K.
State Street Industrial Select Sector SPDR ETF made up 0.43% of Ipsen Advisor Group's portfolio in Q2 2026, its #57 holding.
Ipsen Advisor Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.