Level Four Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Level Four Advisory Services’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	$11M	Buy	59,454 +9,711	+20%	+$1.69M	0.31%	69
2026 Q1	$8.04M	Buy	49,743 +15,290	+44%	+$2.57M	0.26%	91
2025 Q4	$5.34M	Buy	34,453 +4,697	+16%	+$723K	0.17%	156
2025 Q3	$4.59M	Buy	29,756 +4,234	+17%	+$641K	0.16%	178
2025 Q2	$3.77M	Sell	25,522 -11,180	-30%	-$1.53M	0.14%	192
2025 Q1	$4.81M	Buy	36,702 +2,028	+6%	+$274K	0.2%	153
2024 Q4	$4.57M	Sell	34,674 -307	-0.9%	-$42.3K	0.19%	148
2024 Q3	$4.68M	Buy	34,981 +3,920	+13%	+$498K	0.2%	149
2024 Q2	$3.79M	Buy	31,061 +5,271	+20%	+$650K	0.17%	168
2024 Q1	$2.94M	Hold	25,790	–	–	0.16%	154
2023 Q4	$2.94M	Buy	25,790 +700	+3%	+$73.5K	0.16%	149
2023 Q3	$2.54M	Buy	25,090 +665	+3%	+$71.2K	0.16%	156
2023 Q2	$2.62M	Buy	24,425 +1,138	+5%	+$115K	0.16%	149
2023 Q1	$2.36M	Buy	23,287 +9,564	+70%	+$962K	0.15%	156
2022 Q4	$1.35M	Buy	13,723 +9,197	+203%	+$876K	0.1%	205
2022 Q3	$375K	Sell	4,526 -4,840	-52%	-$446K	0.04%	374
2022 Q2	$818K	Sell	9,366 -61	-0.6%	-$5.75K	0.08%	252
2022 Q1	$971K	Sell	9,427 -2,989	-24%	-$304K	0.08%	248
2021 Q4	$1.31M	Buy	+12,416	New	+$1.29M	0.1%	208
2021 Q3	–	Sell	-45,831	Closed	-$4.69M	–	656
2021 Q2	$4.69M	Buy	45,831 +8,309	+22%	+$851K	0.32%	66
2021 Q1	$3.69M	Buy	37,522 +3,022	+9%	+$277K	0.29%	89
2020 Q4	$3.06M	Buy	34,500 +16,313	+90%	+$1.37M	0.25%	111
2020 Q3	$1.4M	Buy	18,187 +11,068	+155%	+$828K	0.11%	192
2020 Q2	$488K	Sell	7,119 -342	-5%	-$22.2K	0.04%	368
2020 Q1	$437K	Sell	7,461 -43,194	-85%	-$3.25M	0.05%	329
2019 Q4	$4.13M	Buy	50,655 +4,746	+10%	+$379K	0.16%	156
2019 Q3	$3.56M	Buy	45,909 +37,403	+440%	+$2.87M	0.37%	59
2019 Q2	$659K	Buy	8,506 +687	+9%	+$52.2K	0.07%	276
2019 Q1	$587K	Buy	7,819 +1,626	+26%	+$118K	0.06%	278
2018 Q4	$399K	Sell	6,193 -583	-9%	-$41.3K	0.05%	344
2018 Q3	$531K	Sell	6,776 -105,732	-94%	-$8.06M	0.06%	332
2018 Q2	$8.06M	Buy	112,508 +3,833	+4%	+$284K	0.59%	37
2018 Q1	$8.07M	Buy	108,675 +2,872	+3%	+$221K	0.63%	33
2017 Q4	$8.01M	Buy	105,803 +5,022	+5%	+$365K	0.62%	33
2017 Q3	$7.16M	Sell	100,781 -5,900	-6%	-$406K	0.63%	30
2017 Q2	$6.92M	Hold	106,681	–	–	1.07%	16
2017 Q1	$6.92M	Buy	106,681 +101,603	+2,001%	+$6.57M	0.71%	30
2016 Q4	$316K	Buy	+5,078	New	+$306K	0.04%	355

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

Level Four Advisory Services's XLI Position: Q2 2026 in Review

Level Four Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $1.69M and bringing the position to 59,454 shares worth $11M. The position accounts for 0.31% of the portfolio, ranked #69.

Level Four Advisory Services first reported a position in XLI in Q4 2016 and has held it in 38 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Level Four Advisory Services held 59,454 shares of State Street Industrial Select Sector SPDR ETF worth $11M as of Q2 2026.
Level Four Advisory Services bought 9,711 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.69M.
State Street Industrial Select Sector SPDR ETF made up 0.31% of Level Four Advisory Services's portfolio in Q2 2026, its #69 holding.
Level Four Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.