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

Legacy Edge 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 		$363K Sell
2,463
-182
-7% -$31.6K 0.05% 145
2026
Q1 		$428K Sell
2,645
-74
-3% -$12.4K 0.05% 148
2025
Q4 		$422K Buy
+2,719
New +$418K 0.05% 146

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
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Legacy Edge Advisors's XLI Position: Q2 2026 in Review

Legacy Edge Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.9% in Q2 2026, selling an estimated $31.6K and leaving 2,463 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #145.

Legacy Edge Advisors first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q1 2026. 1,182 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Legacy Edge Advisors held 2,463 shares of State Street Industrial Select Sector SPDR ETF worth $363K as of Q2 2026.
  • Legacy Edge Advisors sold 182 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $31.6K.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #145 holding.
  • Legacy Edge Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $428K in Q1 2026.
  • 1,182 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.