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

Kingswood 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	$2.19M	Sell	11,807 -2,020	-15%	-$351K	0.09%	239
2026 Q1	$2.24M	Buy	13,827 +5,773	+72%	+$969K	0.11%	215
2025 Q4	$1.25M	Buy	8,054 +480	+6%	+$73.9K	0.06%	308
2025 Q3	$1.17M	Buy	7,574 +38	+0.5%	+$5.76K	0.07%	287
2025 Q2	$1.11M	Buy	7,536 +165	+2%	+$22.5K	0.09%	246
2025 Q1	$968K	Sell	7,371 -2,185	-23%	-$295K	0.09%	249
2024 Q4	$1.26M	Buy	9,556 +5,002	+110%	+$690K	0.09%	225
2024 Q3	$615K	Sell	4,554 -781	-15%	-$99.3K	0.04%	404
2024 Q2	$650K	Buy	5,335 +548	+11%	+$67.5K	0.06%	317
2024 Q1	$603K	Buy	4,787 +1,023	+27%	+$120K	0.07%	301
2023 Q4	$429K	Buy	3,764 +564	+18%	+$59.2K	0.05%	381
2023 Q3	$322K	Sell	3,200 -210	-6%	-$22.5K	0.06%	315
2023 Q2	$366K	Buy	+3,410	New	+$343K	0.12%	172

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

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

Kingswood Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, selling an estimated $351K and leaving 11,807 shares worth $2.19M. The position accounts for 0.09% of the portfolio, ranked #239.

Kingswood Wealth Advisors first reported a position in XLI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.24M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Kingswood Wealth Advisors held 11,807 shares of State Street Industrial Select Sector SPDR ETF worth $2.19M as of Q2 2026.
Kingswood Wealth Advisors sold 2,020 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $351K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #239 holding.
Kingswood Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.24M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.