N.E.W. Advisory Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

N.E.W. Advisory Services’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	$404K	Buy	2,183 +612	+39%	+$106K	0.03%	160
2026 Q1	$254K	Buy	1,571 +160	+11%	+$26.9K	0.02%	195
2025 Q4	$219K	Sell	1,411 -729	-34%	-$112K	0.02%	195
2025 Q3	$330K	Buy	2,140 +437	+26%	+$66.2K	0.03%	147
2025 Q2	$251K	Sell	1,703 -766	-31%	-$104K	0.02%	164
2025 Q1	$324K	Buy	2,469 +934	+61%	+$126K	0.02%	164
2024 Q4	$202K	Buy	+1,535	New	+$212K	0.02%	182

Other funds holding XLI

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

N.E.W. Advisory Services's XLI Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 39% in Q2 2026, buying an estimated $106K and bringing the position to 2,183 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #160.

N.E.W. Advisory Services first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,225 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

N.E.W. Advisory Services held 2,183 shares of State Street Industrial Select Sector SPDR ETF worth $404K as of Q2 2026.
N.E.W. Advisory Services bought 612 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #160 holding.
N.E.W. Advisory Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,225 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.