Modera Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Modera Wealth Management’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	$2.24M	Sell	12,102 -59	-0.5%	-$10.3K	0.02%	262
2026 Q1	$1.97M	Sell	12,161 -455	-4%	-$76.4K	0.02%	256
2025 Q4	$1.96M	Buy	12,616 +167	+1%	+$25.7K	0.02%	267
2025 Q3	$1.92M	Sell	12,449 -278	-2%	-$42.1K	0.02%	260
2025 Q2	$1.88M	Buy	12,727 +363	+3%	+$49.5K	0.02%	263
2025 Q1	$1.62M	Sell	12,364 -101	-0.8%	-$13.6K	0.02%	266
2024 Q4	$1.64M	Sell	12,465 -31	-0.2%	-$4.27K	0.02%	268
2024 Q3	$1.69M	Buy	12,496 +36	+0.3%	+$4.58K	0.02%	251
2024 Q2	$1.52M	Sell	12,460 -63	-0.5%	-$7.76K	0.02%	251
2024 Q1	$1.58M	Sell	12,523 -323	-3%	-$38K	0.02%	251
2023 Q4	$1.46M	Sell	12,846 -816	-6%	-$85.6K	0.02%	249
2023 Q3	$1.39M	Buy	13,662 +337	+3%	+$36.1K	0.03%	249
2023 Q2	$1.43M	Buy	+13,325	New	+$1.34M	0.03%	254
2022 Q4	–	Sell	-2,428	Closed	-$201K	–	363
2022 Q3	$201K	Buy	+2,428	New	+$224K	0.01%	301
2022 Q2	–	Sell	-2,369	Closed	-$244K	–	368
2022 Q1	$244K	Sell	2,369 -124	-5%	-$12.6K	0.01%	317
2021 Q4	$264K	Buy	+2,493	New	+$259K	0.01%	459

Other funds holding XLI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Modera Wealth Management's XLI Position: Q2 2026 in Review

Modera Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.49% in Q2 2026, selling an estimated $10.3K and leaving 12,102 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #262.

Modera Wealth Management first reported a position in XLI in Q4 2021 and has held it in 16 quarters since. 1,108 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Modera Wealth Management held 12,102 shares of State Street Industrial Select Sector SPDR ETF worth $2.24M as of Q2 2026.
Modera Wealth Management sold 59 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $10.3K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #262 holding.
Modera Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
1,108 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.