Lugano Financial Advisors SA (LFA)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$648K	Hold	3,500	–	–	0.39%	40
2026 Q1	$566K	Hold	3,500	–	–	0.29%	45
2025 Q4	$543K	Hold	3,500	–	–	0.28%	46
2025 Q3	$540K	Hold	3,500	–	–	0.28%	46
2025 Q2	$516K	Hold	3,500	–	–	0.31%	42
2025 Q1	$459K	Hold	3,500	–	–	0.31%	43
2024 Q4	$461K	Hold	3,500	–	–	0.3%	41
2024 Q3	$474K	Hold	3,500	–	–	0.32%	42
2024 Q2	$427K	Hold	3,500	–	–	0.32%	42
2024 Q1	$441K	Sell	3,500 -130	-4%	-$15.3K	0.32%	49
2023 Q4	$414K	Buy	3,630 +1,500	+70%	+$157K	0.33%	46
2023 Q3	$216K	Sell	2,130 -3,370	-61%	-$361K	0.18%	50
2023 Q2	$590K	Buy	+5,500	New	+$554K	0.39%	41

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

Lugano Financial Advisors SA (LFA)'s XLI Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 3,500 shares worth $648K. The position accounts for 0.39% of the portfolio, ranked #40.

Lugano Financial Advisors SA (LFA) first reported a position in XLI in Q2 2023 and has held it in 13 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 3,500 shares of State Street Industrial Select Sector SPDR ETF worth $648K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.39% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #40 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.