JAG
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Journey Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Journey Advisory 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 		$1.4M Sell
7,576
-135
-2% -$23.5K 0.11% 145
2026
Q1 		$1.25M Sell
7,711
-150
-2% -$25.2K 0.11% 132
2025
Q4 		$1.22M Buy
7,861
+205
+3% +$31.5K 0.1% 144
2025
Q3 		$1.18M Sell
7,656
-285
-4% -$43.2K 0.09% 142
2025
Q2 		$1.17M Buy
7,941
+2,450
+45% +$334K 0.09% 151
2025
Q1 		$720K Sell
5,491
-200
-4% -$27K 0.06% 174
2024
Q4 		$694K Hold
5,691
– – 0.08% 128
2024
Q3 		$694K Hold
5,691
– – 0.08% 128
2024
Q2 		$694K Hold
5,691
– – 0.08% 128
2024
Q1 		$717K Sell
5,691
-195
-3% -$22.9K 0.09% 133
2023
Q4 		$671K Buy
5,886
+51
+0.9% +$5.35K 0.09% 126
2023
Q3 		$592K Sell
5,835
-80
-1% -$8.56K 0.09% 134
2023
Q2 		$635K Sell
5,915
-545
-8% -$54.9K 0.09% 132
2023
Q1 		$654K Sell
6,460
-987
-13% -$99.3K 0.1% 135
2022
Q4 		$731K Sell
7,447
-858
-10% -$81.7K 0.18% 109
2022
Q3 		$688K Sell
8,305
-200
-2% -$18.4K 0.18% 113
2022
Q2 		$814K Sell
8,505
-989
-10% -$93.2K 0.19% 112
2022
Q1 		$978K Sell
9,494
-261
-3% -$26.5K 0.25% 89
2021
Q4 		$1.03M Buy
9,755
+720
+8% +$74.8K 0.29% 78
2021
Q3 		$884K Sell
9,035
-681
-7% -$70K 0.29% 81
2021
Q2 		$995K Buy
9,716
+1
+0% +$102 0.32% 70
2021
Q1 		$956K Buy
9,715
+145
+2% +$13.3K 0.33% 71
2020
Q4 		$847K Buy
+9,570
New +$806K 0.32% 72

Other funds holding XLI

LPL Financial
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Journey Advisory Group's XLI Position: Q2 2026 in Review

Journey Advisory Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.8% in Q2 2026, selling an estimated $23.5K and leaving 7,576 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #145.

Journey Advisory Group first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. 1,259 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Journey Advisory Group held 7,576 shares of State Street Industrial Select Sector SPDR ETF worth $1.4M as of Q2 2026.
  • Journey Advisory Group sold 135 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.5K.
  • State Street Industrial Select Sector SPDR ETF made up 0.11% of Journey Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Journey Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,259 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.