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

Lifeworks 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 		$437K Buy
2,358
+549
+30% +$95.4K 0.05% 218
2026
Q1 		$293K Sell
1,809
-100
-5% -$16.8K 0.04% 247
2025
Q4 		$296K Buy
1,909
+127
+7% +$19.5K 0.04% 267
2025
Q3 		$275K Sell
1,782
-39
-2% -$5.91K 0.04% 271
2025
Q2 		$269K Sell
1,821
-68
-4% -$9.28K 0.04% 264
2025
Q1 		$248K Buy
1,889
+207
+12% +$28K 0.04% 269
2024
Q4 		$222K Sell
1,682
-35
-2% -$4.83K 0.04% 281
2024
Q3 		$233K Buy
1,717
+35
+2% +$4.45K 0.05% 266
2024
Q2 		$205K Buy
+1,682
New +$207K 0.06% 217

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

Lifeworks Advisors's XLI Position: Q2 2026 in Review

Lifeworks Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, buying an estimated $95.4K and bringing the position to 2,358 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #218.

Lifeworks Advisors first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Lifeworks Advisors held 2,358 shares of State Street Industrial Select Sector SPDR ETF worth $437K as of Q2 2026.
  • Lifeworks Advisors bought 549 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $95.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #218 holding.
  • Lifeworks Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.