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

Meridian 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	$890K	Hold	4,805	–	–	0.1%	107
2026 Q1	$777K	Hold	4,805	–	–	0.1%	108
2025 Q4	$745K	Hold	4,805	–	–	0.1%	106
2025 Q3	$741K	Hold	4,805	–	–	0.11%	105
2025 Q2	$709K	Hold	4,805	–	–	0.11%	98
2025 Q1	$630K	Hold	4,805	–	–	0.11%	97
2024 Q4	$633K	Sell	4,805 -90	-2%	-$12.4K	0.1%	103
2024 Q3	$663K	Hold	4,895	–	–	0.11%	96
2024 Q2	$597K	Hold	4,895	–	–	0.11%	101
2024 Q1	$617K	Hold	4,895	–	–	0.12%	99
2023 Q4	$558K	Hold	4,895	–	–	0.12%	103
2023 Q3	$496K	Sell	4,895 -250	-5%	-$26.8K	0.12%	105
2023 Q2	$552K	Hold	5,145	–	–	0.13%	103
2023 Q1	$521K	Hold	5,145	–	–	0.13%	109
2022 Q4	$505K	Hold	5,145	–	–	0.13%	111
2022 Q3	$426K	Hold	5,145	–	–	0.12%	126
2022 Q2	$449K	Hold	5,145	–	–	0.12%	128
2022 Q1	$530K	Hold	5,145	–	–	0.12%	127
2021 Q4	$544K	Hold	5,145	–	–	0.13%	124
2021 Q3	$503K	Hold	5,145	–	–	0.14%	121
2021 Q2	$527K	Hold	5,145	–	–	0.15%	119
2021 Q1	$507K	Hold	5,145	–	–	0.17%	107
2020 Q4	$456K	Hold	5,145	–	–	0.17%	110
2020 Q3	$396K	Buy	5,145 +1,500	+41%	+$112K	0.17%	110
2020 Q2	$250K	Hold	3,645	–	–	0.12%	138
2020 Q1	$215K	Sell	3,645 -830	-19%	-$62.5K	0.12%	129
2019 Q4	$365K	Hold	4,475	–	–	0.14%	110
2019 Q3	$347K	Hold	4,475	–	–	0.15%	114
2019 Q2	$346K	Hold	4,475	–	–	0.24%	89
2019 Q1	$336K	Hold	4,475	–	–	0.24%	85
2018 Q4	$288K	Buy	+4,475	New	+$317K	0.22%	91

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

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

Meridian Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 4,805 shares worth $890K. The position accounts for 0.1% of the portfolio, ranked #107.

Meridian Wealth Advisors first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Meridian Wealth Advisors held 4,805 shares of State Street Industrial Select Sector SPDR ETF worth $890K as of Q2 2026.
Meridian Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Meridian Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Meridian Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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