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 Q3	$2.64M	Buy	15,795 +11,891	+305%	+$2.12M	0.8%	27
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Northstar Advisory Group's XLI Position: Q3 2026 in Review

Northstar Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 305% in Q3 2026, buying an estimated $2.12M and bringing the position to 15,795 shares worth $2.64M. The position accounts for 0.8% of the portfolio, ranked #27.

Northstar Advisory Group first reported a position in XLI in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.28M in Q1 2024. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Northstar Advisory Group held 15,795 shares of State Street Industrial Select Sector SPDR ETF worth $2.64M as of Q3 2026.
Northstar Advisory Group bought 11,891 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $2.12M.
State Street Industrial Select Sector SPDR ETF made up 0.8% of Northstar Advisory Group's portfolio in Q3 2026, its #27 holding.
Northstar Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
Northstar Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $4.28M in Q1 2024.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Northstar Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.