Northstar Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Northstar Advisory Group’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	$723K	Sell	3,904 -6,394	-62%	-$1.11M	0.22%	71
2026 Q1	$1.67M	Sell	10,298 -1,014	-9%	-$170K	0.62%	43
2025 Q4	$1.75M	Buy	11,312 +440	+4%	+$67.7K	0.62%	46
2025 Q3	$1.68M	Sell	10,872 -22	-0.2%	-$3.33K	0.68%	45
2025 Q2	$1.61M	Buy	10,894 +1,173	+12%	+$160K	0.78%	38
2025 Q1	$1.27M	Sell	9,721 -3,979	-29%	-$538K	0.83%	36
2024 Q4	$1.81M	Buy	13,700 +5,122	+60%	+$706K	0.92%	34
2024 Q3	$1.16M	Sell	8,578 -7,472	-47%	-$950K	0.6%	45
2024 Q2	$1.96M	Sell	16,050 -18,046	-53%	-$2.22M	1.12%	27
2024 Q1	$4.28M	Buy	34,096 +9,513	+39%	+$1.12M	2.59%	10
2023 Q4	$2.8M	Buy	24,583 +17,424	+243%	+$1.83M	1.67%	18
2023 Q3	$726K	Buy	+7,159	New	+$766K	0.53%	41

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Northstar Advisory Group's XLI Position: Q2 2026 in Review

Northstar Advisory Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 62% in Q2 2026, selling an estimated $1.11M and leaving 3,904 shares worth $723K. The position accounts for 0.22% of the portfolio, ranked #71.

Northstar Advisory Group first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.28M in Q1 2024. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Northstar Advisory Group held 3,904 shares of State Street Industrial Select Sector SPDR ETF worth $723K as of Q2 2026.
Northstar Advisory Group sold 6,394 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.11M.
State Street Industrial Select Sector SPDR ETF made up 0.22% of Northstar Advisory Group's portfolio in Q2 2026, its #71 holding.
Northstar Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Northstar Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $4.28M in Q1 2024.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.