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

Mutual 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	$5.44M	Sell	29,375 -7,736	-21%	-$1.34M	0.1%	199
2026 Q1	$6M	Sell	37,111 -1,585	-4%	-$266K	0.13%	162
2025 Q4	$6M	Buy	38,696 +1,512	+4%	+$233K	0.13%	161
2025 Q3	$5.76M	Sell	37,184 -7,606	-17%	-$1.15M	0.13%	165
2025 Q2	$6.94M	Buy	44,790 +1,244	+3%	+$170K	0.17%	122
2025 Q1	$5.62M	Sell	43,546 -4,527	-9%	-$612K	0.16%	131
2024 Q4	$6.58M	Buy	48,073 +14,499	+43%	+$2M	0.19%	101
2024 Q3	$4.56M	Sell	33,574 -23,309	-41%	-$2.96M	0.13%	149
2024 Q2	$7.17M	Buy	56,883 +1,633	+3%	+$201K	0.22%	89
2024 Q1	$6.96M	Sell	55,250 -714	-1%	-$84K	0.22%	90
2023 Q4	$6.38M	Buy	55,964 +23,944	+75%	+$2.51M	0.22%	95
2023 Q3	$3.25M	Buy	32,020 +3,154	+11%	+$338K	0.13%	163
2023 Q2	$3.1M	Buy	28,866 +1,569	+6%	+$158K	0.12%	174
2023 Q1	$2.76M	Buy	27,297 +5,463	+25%	+$549K	0.11%	185
2022 Q4	$2.14M	Sell	21,834 -6,006	-22%	-$572K	0.1%	211
2022 Q3	$2.31M	Buy	27,840 +5,836	+27%	+$537K	0.12%	170
2022 Q2	$1.92M	Sell	22,004 -2,010	-8%	-$189K	0.13%	183
2022 Q1	$2.47M	Sell	24,014 -5,020	-17%	-$510K	0.14%	177
2021 Q4	$3.07M	Sell	29,034 -18,733	-39%	-$1.95M	0.16%	147
2021 Q3	$4.67M	Buy	47,767 +1,024	+2%	+$105K	0.28%	82
2021 Q2	$4.79M	Sell	46,743 -109	-0.2%	-$11.2K	0.28%	81
2021 Q1	$4.61M	Buy	46,852 +4,855	+12%	+$445K	0.32%	73
2020 Q4	$3.72M	Buy	41,997 +6,911	+20%	+$582K	0.28%	75
2020 Q3	$2.7M	Sell	35,086 -5,197	-13%	-$389K	0.23%	98
2020 Q2	$2.77M	Buy	40,283 +34,076	+549%	+$2.21M	0.27%	78
2020 Q1	$366K	Sell	6,207 -7,957	-56%	-$600K	0.05%	359
2019 Q4	$1.15M	Buy	14,164 +330	+2%	+$26.3K	0.12%	203
2019 Q3	$1.07M	Sell	13,834 -400	-3%	-$30.7K	0.14%	177
2019 Q2	$1.1M	Buy	14,234 +988	+7%	+$75.1K	0.14%	182
2019 Q1	$994K	Buy	13,246 +3,843	+41%	+$278K	0.15%	173
2018 Q4	$606K	Sell	9,403 -3,098	-25%	-$220K	0.12%	206
2018 Q3	$980K	Buy	12,501 +501	+4%	+$38.2K	0.15%	167
2018 Q2	$860K	Buy	12,000 +579	+5%	+$42.9K	0.2%	164
2018 Q1	$848K	Buy	11,421 +4,302	+60%	+$331K	0.21%	152
2017 Q4	$539K	Buy	+7,119	New	+$518K	0.2%	142

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

Mutual Advisors's XLI Position: Q2 2026 in Review

Mutual Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q2 2026, selling an estimated $1.34M and leaving 29,375 shares worth $5.44M. The position accounts for 0.1% of the portfolio, ranked #199.

Mutual Advisors first reported a position in XLI in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.17M in Q2 2024. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Mutual Advisors held 29,375 shares of State Street Industrial Select Sector SPDR ETF worth $5.44M as of Q2 2026.
Mutual Advisors sold 7,736 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.34M.
State Street Industrial Select Sector SPDR ETF made up 0.1% of Mutual Advisors's portfolio in Q2 2026, its #199 holding.
Mutual Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Mutual Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $7.17M in Q2 2024.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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