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Marshall & Sterling Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Marshall & Sterling Wealth 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 		– Sell
-12
Closed -$1.94K – 355
2026
Q1 		$1.94K Hold
12
– – ﹤0.01% 291
2025
Q4 		$1.86K Sell
12
-143
-92% -$22K ﹤0.01% 296
2025
Q3 		$23.9K Buy
+155
New +$23.5K 0.02% 254

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

Marshall & Sterling Wealth Advisors's XLI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 12 shares — an estimated $1.94K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLI in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q3 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 12 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.94K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $23.9K in Q3 2025.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.