LEA
XLI icon

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 		$464K Sell
2,507
-138
-5% -$24K 0.04% 145
2026
Q1 		$428K Sell
2,645
-74
-3% -$12.4K 0.05% 148
2025
Q4 		$422K Sell
2,719
-142
-5% -$21.8K 0.05% 146
2025
Q3 		$441K Buy
2,861
+398
+16% +$60.3K 0.05% 138
2025
Q2 		$363K Sell
2,463
-64
-3% -$8.73K 0.05% 145
2025
Q1 		$331K Buy
2,527
+582
+30% +$78.6K 0.05% 140
2024
Q4 		$257K Sell
1,945
-25
-1% -$3.45K 0.04% 157
2024
Q3 		$267K Sell
1,970
-341
-15% -$43.3K 0.04% 157
2024
Q2 		$282K Sell
2,311
-121
-5% -$14.9K 0.05% 143
2024
Q1 		$306K Buy
2,432
+484
+25% +$57K 0.06% 127
2023
Q4 		$222K Buy
+1,948
New +$204K 0.05% 150

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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 5.2% in Q2 2026, selling an estimated $24K and leaving 2,507 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #145.

Legacy Edge Advisors first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 1,661 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Legacy Edge Advisors held 2,507 shares of State Street Industrial Select Sector SPDR ETF worth $464K as of Q2 2026.
  • Legacy Edge Advisors sold 138 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $24K.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% 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 2023 and has held it in 11 quarters since.
  • 1,661 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.