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

Mayflower Financial 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	$319K	Buy	1,724 +26	+2%	+$4.52K	0.03%	365
2026 Q1	$275K	Sell	1,698 -5	-0.3%	-$839	0.03%	368
2025 Q4	$264K	Buy	1,703 +5	+0.3%	+$769	0.03%	361
2025 Q3	$262K	Buy	1,698 +34	+2%	+$5.15K	0.03%	359
2025 Q2	$245K	Hold	1,664	–	–	0.03%	357
2025 Q1	$218K	Hold	1,664	–	–	0.03%	366
2024 Q4	$219K	Hold	1,664	–	–	0.03%	357
2024 Q3	$225K	Hold	1,664	–	–	0.03%	341
2024 Q2	$203K	Hold	1,664	–	–	0.03%	339
2024 Q1	$210K	Buy	+1,664	New	+$196K	0.04%	337
2023 Q3	–	Sell	-1,886	Closed	-$202K	–	368
2023 Q2	$202K	Buy	+1,886	New	+$190K	0.03%	336
2022 Q2	–	Sell	-2,111	Closed	-$217K	–	373
2022 Q1	$217K	Buy	2,111 +225	+12%	+$22.9K	0.03%	322
2021 Q4	$200K	Buy	+1,886	New	+$196K	0.03%	323
2021 Q3	–	Sell	-2,036	Closed	-$208K	–	354
2021 Q2	$208K	Buy	+2,036	New	+$209K	0.03%	298

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

Mayflower Financial Advisors's XLI Position: Q2 2026 in Review

Mayflower Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.5% in Q2 2026, buying an estimated $4.52K and bringing the position to 1,724 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #365.

Mayflower Financial Advisors first reported a position in XLI in Q2 2021 and has held it in 14 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mayflower Financial Advisors held 1,724 shares of State Street Industrial Select Sector SPDR ETF worth $319K as of Q2 2026.
Mayflower Financial Advisors bought 26 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.52K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #365 holding.
Mayflower Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.