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

Kovack 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	$3.28M	Buy	17,766 +4,569	+35%	+$794K	0.16%	127
2026 Q1	$2.16M	Sell	13,197 -1,111	-8%	-$186K	0.12%	176
2025 Q4	$2.22M	Buy	14,308 +7,485	+110%	+$1.15M	0.1%	181
2025 Q3	$1.05M	Sell	6,823 -181	-3%	-$27.4K	0.1%	191
2025 Q2	$1.03M	Buy	7,004 +26	+0.4%	+$3.55K	0.1%	196
2025 Q1	$915K	Buy	6,978 +957	+16%	+$129K	0.1%	191
2024 Q4	$793K	Sell	6,021 -24	-0.4%	-$3.31K	0.08%	205
2024 Q3	$819K	Sell	6,045 -104	-2%	-$13.2K	0.09%	189
2024 Q2	$749K	Sell	6,149 -2	-0%	-$246	0.08%	218
2024 Q1	$775K	Sell	6,151 -45	-0.7%	-$5.3K	0.09%	179
2023 Q4	$706K	Sell	6,196 -860	-12%	-$90.3K	0.08%	227
2023 Q3	$715K	Sell	7,056 -189	-3%	-$20.2K	0.1%	188
2023 Q2	$778K	Sell	7,245 -430	-6%	-$43.3K	0.1%	198
2023 Q1	$777K	Sell	7,675 -541	-7%	-$54.4K	0.11%	195
2022 Q4	$807K	Buy	8,216 +163	+2%	+$15.5K	0.12%	186
2022 Q3	$667K	Sell	8,053 -239	-3%	-$22K	0.1%	227
2022 Q2	$724K	Sell	8,292 -524	-6%	-$49.4K	0.1%	229
2022 Q1	$907K	Buy	8,816 +854	+11%	+$86.7K	0.09%	239
2021 Q4	$842K	Buy	7,962 +32	+0.4%	+$3.32K	0.08%	269
2021 Q3	$776K	Buy	7,930 +1,501	+23%	+$154K	0.08%	271
2021 Q2	$658K	Buy	6,429 +1,822	+40%	+$187K	0.07%	289
2021 Q1	$454K	Buy	4,607 +475	+11%	+$43.5K	0.06%	338
2020 Q4	$366K	Buy	+4,132	New	+$348K	0.05%	343
2020 Q2	–	Sell	-4,601	Closed	-$272K	–	538
2020 Q1	$272K	Sell	4,601 -461	-9%	-$34.7K	0.06%	318
2019 Q4	$412K	Buy	5,062 +398	+9%	+$31.8K	0.07%	288
2019 Q3	$362K	Sell	4,664 -2,783	-37%	-$213K	0.07%	288
2019 Q2	$577K	Buy	7,447 +126	+2%	+$9.58K	0.13%	186
2019 Q1	$549K	Buy	7,321 +2,744	+60%	+$199K	0.14%	180
2018 Q4	$295K	Buy	4,577 +1,044	+30%	+$74K	0.09%	264
2018 Q3	$277K	Buy	3,533 +105	+3%	+$8K	0.07%	307
2018 Q2	$246K	Sell	3,428 -1,602	-32%	-$119K	0.07%	326
2018 Q1	$374K	Sell	5,030 -26	-0.5%	-$2K	0.09%	254
2017 Q4	$383K	Buy	5,056 +789	+18%	+$57.4K	0.1%	241
2017 Q3	$303K	Sell	4,267 -349	-8%	-$24K	0.1%	243
2017 Q2	$314K	Buy	4,616 +1,197	+35%	+$79.9K	0.1%	241
2017 Q1	$222K	Buy	+3,419	New	+$221K	0.09%	246

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

Kovack Advisors's XLI Position: Q2 2026 in Review

Kovack Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 35% in Q2 2026, buying an estimated $794K and bringing the position to 17,766 shares worth $3.28M. The position accounts for 0.16% of the portfolio, ranked #127.

Kovack Advisors first reported a position in XLI in Q1 2017 and has held it in 36 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Kovack Advisors held 17,766 shares of State Street Industrial Select Sector SPDR ETF worth $3.28M as of Q2 2026.
Kovack Advisors bought 4,569 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $794K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Kovack Advisors's portfolio in Q2 2026, its #127 holding.
Kovack Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.