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Laurel Wealth Advisors (North Carolina)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.74M Buy
14,782
+120
+0.8% +$20.9K 0.26% 67
2026
Q1 		$2.54M Buy
14,662
+822
+6% +$138K 0.25% 73
2025
Q4 		$2.15M Sell
13,840
-69
-0.5% -$10.6K 0.28% 78
2025
Q3 		$2.15M Buy
13,909
+670
+5% +$102K 0.3% 76
2025
Q2 		$1.95M Buy
13,239
+2,196
+20% +$300K 0.29% 79
2025
Q1 		$1.45M Buy
11,043
+350
+3% +$47.3K 0.23% 94
2024
Q4 		$1.41M Buy
10,693
+301
+3% +$41.5K 0.22% 92
2024
Q3 		$1.41M Sell
10,392
-4
-0% -$508 0.22% 95
2024
Q2 		$1.27M Sell
10,396
-1,065
-9% -$131K 0.22% 95
2024
Q1 		$1.44M Buy
11,461
+696
+6% +$81.9K 0.25% 87
2023
Q4 		$1.23M Buy
10,765
+4,505
+72% +$473K 0.23% 89
2023
Q3 		$635K Buy
6,260
+1,251
+25% +$134K 0.13% 111
2023
Q2 		$538K Buy
5,009
+310
+7% +$31.2K 0.11% 119
2023
Q1 		$475K Buy
4,699
+899
+24% +$90.4K 0.1% 124
2022
Q4 		$373K Buy
3,800
+1,115
+42% +$106K 0.08% 127
2022
Q3 		$222K Buy
2,685
+224
+9% +$20.6K 0.06% 150
2022
Q2 		$215K Hold
2,461
– – 0.05% 152
2022
Q1 		$253K Sell
2,461
-29
-1% -$2.95K 0.05% 154
2021
Q4 		$264K Sell
2,490
-5
-0.2% -$519 0.05% 151
2021
Q3 		$244K Sell
2,495
-185
-7% -$19K 0.05% 151
2021
Q2 		$274K Buy
2,680
+430
+19% +$44.1K 0.06% 149
2021
Q1 		$222K Sell
2,250
-115
-5% -$10.5K 0.05% 154
2020
Q4 		$209K Sell
2,365
-920
-28% -$77.5K 0.05% 150
2020
Q3 		$253K Sell
3,285
-25
-0.8% -$1.87K 0.08% 131
2020
Q2 		$227K Sell
3,310
-215
-6% -$13.9K 0.07% 130
2020
Q1 		$208K Buy
3,525
+975
+38% +$73.5K 0.08% 130
2019
Q4 		$208K Buy
2,550
+975
+62% +$77.8K 0.07% 141
2019
Q3 		$122K Sell
1,575
-112
-7% -$8.59K 0.04% 167
2019
Q2 		$131K Buy
1,687
+137
+9% +$10.4K 0.05% 159
2019
Q1 		$116K Buy
1,550
+825
+114% +$59.7K 0.04% 165
2018
Q4 		$47K Buy
+725
New +$51.4K 0.02% 219

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XLI Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.82% in Q2 2026, buying an estimated $20.9K and bringing the position to 14,782 shares worth $2.74M. The position accounts for 0.26% of the portfolio, ranked #67.

Laurel Wealth Advisors (North Carolina) first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 14,782 shares of State Street Industrial Select Sector SPDR ETF worth $2.74M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 120 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.9K.
  • State Street Industrial Select Sector SPDR ETF made up 0.26% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #67 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • 301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.