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

Navis 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	$243K	Hold	1,500	–	–	0.12%	155
2025 Q4	$233K	Hold	1,500	–	–	0.1%	159
2025 Q3	$231K	Hold	1,500	–	–	0.17%	110
2025 Q2	$221K	Buy	+1,500	New	+$205K	0.19%	102
2024 Q4	–	Sell	-1,500	Closed	-$203K	–	112
2024 Q3	$203K	Buy	+1,500	New	+$191K	0.22%	98

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

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

Navis Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 1,500 shares worth $243K. The position accounts for 0.12% of the portfolio, ranked #155.

Navis Wealth Advisors first reported a position in XLI in Q3 2024 and has held it in 5 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Navis Wealth Advisors held 1,500 shares of State Street Industrial Select Sector SPDR ETF worth $243K as of Q1 2026.
Navis 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 0.12% of Navis Wealth Advisors's portfolio in Q1 2026, its #155 holding.
Navis Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.