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 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 $1.37T 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

Medallion Wealth Advisors's XLI Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 60% in Q1 2026, buying an estimated $91.5K and bringing the position to 1,451 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #229.

Medallion Wealth Advisors first reported a position in XLI in Q4 2024 and has held it in 6 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Medallion Wealth Advisors held 1,451 shares of State Street Industrial Select Sector SPDR ETF worth $235K as of Q1 2026.
Medallion Wealth Advisors bought 545 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $91.5K.
State Street Industrial Select Sector SPDR ETF made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #229 holding.
Medallion Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.