Moneta Group Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Moneta Group Investment 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	$905K	Buy	4,884 +184	+4%	+$32K	0.01%	415
2026 Q1	$760K	Buy	4,700 +29	+0.6%	+$4.87K	0.01%	414
2025 Q4	$725K	Buy	4,671 +1,468	+46%	+$226K	0.01%	420
2025 Q3	$494K	Sell	3,203 -849	-21%	-$129K	﹤0.01%	497
2025 Q2	$598K	Buy	4,052 +1,263	+45%	+$172K	0.01%	398
2025 Q1	$366K	Buy	2,789 +116	+4%	+$15.7K	0.01%	487
2024 Q4	$352K	Sell	2,673 -37	-1%	-$5.1K	﹤0.01%	499
2024 Q3	$367K	Buy	2,710 +131	+5%	+$16.7K	0.01%	476
2024 Q2	$314K	Buy	2,579 +307	+14%	+$37.8K	0.01%	469
2024 Q1	$286K	Buy	+2,272	New	+$267K	﹤0.01%	498
2018 Q3	–	Sell	-2,096	Closed	-$150K	–	383
2018 Q2	$150K	Buy	+2,096	New	+$155K	0.02%	265

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

Moneta Group Investment Advisors's XLI Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q2 2026, buying an estimated $32K and bringing the position to 4,884 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #415.

Moneta Group Investment Advisors first reported a position in XLI in Q2 2018 and has held it in 11 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Moneta Group Investment Advisors held 4,884 shares of State Street Industrial Select Sector SPDR ETF worth $905K as of Q2 2026.
Moneta Group Investment Advisors bought 184 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $32K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #415 holding.
Moneta Group Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2018 and has held it in 11 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.