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 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	$688	Sell	6,719 -517	-7%	-$53K	0.32%	57
2021 Q1	$712	Buy	+7,236	New	+$663K	0.39%	52

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

MBA Advisors's XLI Position: Q1 2026 in Review

MBA Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.2% in Q1 2026, selling an estimated $25.2K and leaving 4,491 shares worth $726K. The position accounts for 0.28% of the portfolio, ranked #72.

MBA Advisors first reported a position in XLI in Q1 2021 and has held it in 21 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

MBA Advisors held 4,491 shares of State Street Industrial Select Sector SPDR ETF worth $726K as of Q1 2026.
MBA Advisors sold 150 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $25.2K.
State Street Industrial Select Sector SPDR ETF made up 0.28% of MBA Advisors's portfolio in Q1 2026, its #72 holding.
MBA Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.