JFS Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

JFS Wealth 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	$206K	Hold	1,110	–	–	0.01%	330
2026 Q1	$180K	Hold	1,110	–	–	0.01%	341
2025 Q4	$172K	Hold	1,110	–	–	0.01%	335
2025 Q3	$171K	Buy	+1,110	New	+$168K	0.01%	344
2024 Q2	–	Sell	-58	Closed	-$7.31K	–	2054
2024 Q1	$7.31K	Buy	+58	New	+$6.83K	﹤0.01%	929
2023 Q2	–	Sell	-13	Closed	-$1.32K	–	2015
2023 Q1	$1.32K	Buy	+13	New	+$1.31K	﹤0.01%	1508
2022 Q4	–	Sell	-2,010	Closed	-$167K	–	2002
2022 Q3	$167K	Hold	2,010	–	–	0.02%	233
2022 Q2	$176K	Hold	2,010	–	–	0.02%	227
2022 Q1	$207K	Hold	2,010	–	–	0.02%	224
2021 Q4	$213K	Hold	2,010	–	–	0.02%	219
2021 Q3	$197K	Buy	2,010 +610	+44%	+$62.7K	0.02%	217
2021 Q2	$143K	Buy	+1,400	New	+$143K	0.02%	194
2018 Q2	–	Sell	-144	Closed	-$11K	–	552
2018 Q1	$11K	Buy	144 +118	+454%	+$9.09K	﹤0.01%	367
2017 Q4	$2K	Buy	+26	New	+$1.89K	﹤0.01%	495
2016 Q2	–	Sell	-127	Closed	-$7K	–	628
2016 Q1	$7K	Hold	127	–	–	﹤0.01%	432
2015 Q4	$7K	Buy	+127	New	+$6.81K	﹤0.01%	434

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

JFS Wealth Advisors's XLI Position: Q2 2026 in Review

JFS Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,110 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #330.

JFS Wealth Advisors first reported a position in XLI in Q4 2015 and has held it in 16 quarters since. The position peaked at $213K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

JFS Wealth Advisors held 1,110 shares of State Street Industrial Select Sector SPDR ETF worth $206K as of Q2 2026.
JFS Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #330 holding.
JFS Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 16 quarters since.
JFS Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $213K in Q4 2021.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.