McAdam LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

McAdam LLC’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	$756K	Sell	4,083 -381	-9%	-$66.2K	0.03%	205
2026 Q1	$722K	Buy	4,464 +852	+24%	+$143K	0.03%	197
2025 Q4	$560K	Buy	3,612 +1,591	+79%	+$245K	0.03%	221
2025 Q3	$312K	Buy	2,021 +326	+19%	+$49.4K	0.02%	299
2025 Q2	$250K	Sell	1,695 -129	-7%	-$17.6K	0.01%	325
2025 Q1	$239K	Sell	1,824 -3,940	-68%	-$532K	0.01%	295
2024 Q4	$759K	Buy	5,764 +265	+5%	+$36.5K	0.04%	159
2024 Q3	$745K	Buy	5,499 +759	+16%	+$96.5K	0.04%	156
2024 Q2	$578K	Buy	+4,740	New	+$584K	0.03%	163
2018 Q4	–	Sell	-1,094	Closed	-$87K	–	632
2018 Q3	$87K	Buy	+1,094	New	+$83.4K	0.03%	125

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

McAdam LLC's XLI Position: Q2 2026 in Review

McAdam LLC reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.5% in Q2 2026, selling an estimated $66.2K and leaving 4,083 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #205.

McAdam LLC first reported a position in XLI in Q3 2018 and has held it in 10 quarters since. The position peaked at $759K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

McAdam LLC held 4,083 shares of State Street Industrial Select Sector SPDR ETF worth $756K as of Q2 2026.
McAdam LLC sold 381 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $66.2K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #205 holding.
McAdam LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and has held it in 10 quarters since.
McAdam LLC's State Street Industrial Select Sector SPDR ETF position peaked at $759K in Q4 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.