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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lifeworks Advisors's XLI Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.2% in Q1 2026, selling an estimated $16.8K and leaving 1,809 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #247.

Lifeworks Advisors first reported a position in XLI in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Lifeworks Advisors held 1,809 shares of State Street Industrial Select Sector SPDR ETF worth $293K as of Q1 2026.
Lifeworks Advisors sold 100 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $16.8K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #247 holding.
Lifeworks Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Lifeworks Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $296K in Q4 2025.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.