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

MBA 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	$875K	Buy	4,726 +235	+5%	+$40.8K	0.29%	68
2026 Q1	$726K	Sell	4,491 -150	-3%	-$25.2K	0.28%	72
2025 Q4	$720K	Sell	4,641 -43	-0.9%	-$6.62K	0.29%	71
2025 Q3	$722K	Buy	4,684 +21	+0.5%	+$3.18K	0.31%	68
2025 Q2	$688K	Buy	4,663 +294	+7%	+$40.1K	0.32%	67
2025 Q1	$573K	Sell	4,369 -1	-0%	-$135	0.28%	73
2024 Q4	$576K	Buy	4,370 +1,400	+47%	+$193K	0.29%	70
2024 Q3	$402K	Sell	2,970 -9	-0.3%	-$1.14K	0.19%	90
2024 Q2	$363K	Hold	2,979	–	–	0.19%	88
2024 Q1	$375K	Sell	2,979 -401	-12%	-$47.2K	0.19%	88
2023 Q4	$385K	Sell	3,380 -1,716	-34%	-$180K	0.21%	85
2023 Q3	$517K	Sell	5,096 -792	-13%	-$84.8K	0.32%	68
2023 Q2	$632K	Hold	5,888	–	–	0.38%	61
2023 Q1	$596K	Buy	5,888 +1,768	+43%	+$178K	0.37%	64
2022 Q4	$405K	Sell	4,120 -108	-3%	-$10.3K	0.26%	79
2022 Q3	$350K	Buy	4,228 +417	+11%	+$38.4K	0.25%	81
2022 Q2	$333K	Sell	3,811 -126	-3%	-$11.9K	0.23%	88
2022 Q1	$405K	Sell	3,937 -1,468	-27%	-$149K	0.25%	91
2021 Q4	$572K	Sell	5,405 -113	-2%	-$11.7K	0.35%	71
2021 Q3	$540K	Sell	5,518 -1,201	-18%	-$123K	0.4%	65
2021 Q2	$688K	Sell	6,719 -517	-7%	-$53K	0.32%	57
2021 Q1	$712K	Buy	+7,236	New	+$663K	0.39%	52

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

MBA Advisors's XLI Position: Q2 2026 in Review

MBA Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.2% in Q2 2026, buying an estimated $40.8K and bringing the position to 4,726 shares worth $875K. The position accounts for 0.29% of the portfolio, ranked #68.

MBA Advisors first reported a position in XLI in Q1 2021 and has held it in 22 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

MBA Advisors held 4,726 shares of State Street Industrial Select Sector SPDR ETF worth $875K as of Q2 2026.
MBA Advisors bought 235 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.8K.
State Street Industrial Select Sector SPDR ETF made up 0.29% of MBA Advisors's portfolio in Q2 2026, its #68 holding.
MBA Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.