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

Medallion 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	$267K	Sell	1,437 -14	-1%	-$2.43K	0.08%	204
2026 Q1	$235K	Buy	1,451 +545	+60%	+$91.5K	0.08%	229
2025 Q4	$141K	Buy	906 +241	+36%	+$37.1K	0.05%	293
2025 Q3	$103K	Sell	665 -346	-34%	-$52.4K	0.04%	353
2025 Q2	$150K	Sell	1,011 -407	-29%	-$55.5K	0.06%	276
2025 Q1	$187K	Buy	1,418 +581	+69%	+$78.5K	0.09%	208
2024 Q4	$111K	Buy	+837	New	+$115K	0.05%	277

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

Medallion Wealth Advisors's XLI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.96% in Q2 2026, selling an estimated $2.43K and leaving 1,437 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #204.

Medallion Wealth Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Medallion Wealth Advisors held 1,437 shares of State Street Industrial Select Sector SPDR ETF worth $267K as of Q2 2026.
Medallion Wealth Advisors sold 14 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.43K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #204 holding.
Medallion Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.