JWCA
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J.W. Cole Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

J.W. Cole Advisors’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 		$17.5M Buy
94,440
+8,297
+10% +$1.44M 0.3% 59
2026
Q1 		$13.9M Sell
86,143
-3,011
-3% -$505K 0.47% 40
2025
Q4 		$2.34M Buy
89,154
+1,192
+1% +$183K 0.06% 337
2025
Q3 		$13.6M Buy
87,962
+5,735
+7% +$869K 0.26% 66
2025
Q2 		$12.1M Buy
82,227
+67,037
+441% +$9.14M 0.26% 69
2025
Q1 		$1.99M Sell
15,190
-37,668
-71% -$5.09M 0.06% 324
2024
Q4 		$6.96M Buy
52,858
+11,328
+27% +$1.56M 0.28% 70
2024
Q3 		$5.62M Buy
41,530
+3,301
+9% +$420K 0.24% 92
2024
Q2 		$4.66M Sell
38,229
-2,178
-5% -$268K 0.22% 97
2024
Q1 		$5.09M Buy
40,407
+4,800
+13% +$565K 0.26% 87
2023
Q4 		$4.06M Sell
35,607
-17,845
-33% -$1.87M 0.24% 95
2023
Q3 		$5.42M Sell
53,452
-117
-0.2% -$12.5K 0.4% 52
2023
Q2 		$5.75M Sell
53,569
-4,827
-8% -$486K 0.41% 49
2023
Q1 		$5.91M Sell
58,396
-1,851
-3% -$186K 0.42% 46
2022
Q4 		$5.92M Buy
60,247
+31,221
+108% +$2.97M 0.46% 45
2022
Q3 		$2.4M Sell
29,026
-18,979
-40% -$1.75M 0.2% 125
2022
Q2 		$4.19M Buy
48,005
+9,621
+25% +$907K 0.33% 65
2022
Q1 		$3.95M Sell
38,384
-15,740
-29% -$1.6M 0.26% 89
2021
Q4 		$5.73M Buy
+54,124
New +$5.62M 0.37% 55
2021
Q3 		– Sell
-56,240
Closed -$5.76M – 799
2021
Q2 		$5.76M Buy
56,240
+6,823
+14% +$699K 0.45% 47
2021
Q1 		$4.87M Buy
49,417
+10,940
+28% +$1M 0.47% 41
2020
Q4 		$3.41M Buy
38,477
+3,615
+10% +$305K 0.35% 63
2020
Q3 		$2.68M Buy
34,862
+6,313
+22% +$472K 0.21% 112
2020
Q2 		$1.96M Buy
+28,549
New +$1.85M 0.29% 103
2020
Q1 		– Sell
-56,199
Closed -$4.58M – 522
2019
Q4 		$4.58M Buy
+56,199
New +$4.49M 0.58% 37

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

J.W. Cole Advisors's XLI Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.6% in Q2 2026, buying an estimated $1.44M and bringing the position to 94,440 shares worth $17.5M. The position accounts for 0.3% of the portfolio, ranked #59.

J.W. Cole Advisors first reported a position in XLI in Q4 2019 and has held it in 25 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • J.W. Cole Advisors held 94,440 shares of State Street Industrial Select Sector SPDR ETF worth $17.5M as of Q2 2026.
  • J.W. Cole Advisors bought 8,297 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.44M.
  • State Street Industrial Select Sector SPDR ETF made up 0.3% of J.W. Cole Advisors's portfolio in Q2 2026, its #59 holding.
  • J.W. Cole Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.