LAS
XLI icon

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

Lloyd 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
Q1 		– Sell
-138
Closed -$21.3K – 1054
2025
Q4 		$21.3K Buy
+138
New +$21.2K 0.01% 329
2022
Q2 		– Sell
-413
Closed -$42K – 575
2022
Q1 		$42K Buy
413
+207
+100% +$21K 0.02% 251
2021
Q4 		$22K Buy
206
+1
+0.5% +$104 0.01% 286
2021
Q3 		$20K Hold
205
– – 0.01% 253
2021
Q2 		$21K Buy
205
+75
+58% +$7.68K 0.01% 234
2021
Q1 		$13K Hold
130
– – 0.01% 230
2020
Q4 		$12K Hold
130
– – 0.01% 194
2020
Q3 		$10K Buy
+130
New +$9.72K 0.01% 188

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return