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

Monograph 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	$519K	Hold	3,210	–	–	0.05%	90
2025 Q4	$498K	Buy	3,210 +323	+11%	+$49.7K	0.05%	88
2025 Q3	$445K	Hold	2,887	–	–	0.05%	100
2025 Q2	$426K	Hold	2,887	–	–	0.05%	90
2025 Q1	$378K	Hold	2,887	–	–	0.05%	81
2024 Q4	$380K	Hold	2,887	–	–	0.05%	87
2024 Q3	$391K	Hold	2,887	–	–	0.05%	83
2024 Q2	$352K	Hold	2,887	–	–	0.05%	83
2024 Q1	$364K	Hold	2,887	–	–	0.05%	118
2023 Q4	$329K	Hold	2,887	–	–	0.06%	80
2023 Q3	$293K	Hold	2,887	–	–	0.06%	95
2023 Q2	$310K	Sell	2,887 -36	-1%	-$3.63K	0.07%	69
2023 Q1	$296K	Sell	2,923 -61	-2%	-$6.13K	0.07%	67
2022 Q4	$293K	Buy	2,984 +97	+3%	+$9.24K	0.08%	71
2022 Q3	$239K	Hold	2,887	–	–	0.08%	61
2022 Q2	$252K	Hold	2,887	–	–	0.07%	64
2022 Q1	$297K	Hold	2,887	–	–	0.08%	67
2021 Q4	$305K	Buy	+2,887	New	+$300K	0.08%	67

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

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

Monograph Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 3,210 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #90.

Monograph Wealth Advisors first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Monograph Wealth Advisors held 3,210 shares of State Street Industrial Select Sector SPDR ETF worth $519K as of Q1 2026.
Monograph Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Monograph Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Monograph Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.