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

Opal 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	$10M	Buy	61,810 +782	+1%	+$131K	2.26%	8
2025 Q4	$9.47M	Buy	61,028 +1,048	+2%	+$161K	2.47%	7
2025 Q3	$9.25M	Buy	59,980 +248	+0.4%	+$37.6K	2.57%	7
2025 Q2	$8.81M	Buy	59,732 +1,596	+3%	+$218K	2.44%	7
2025 Q1	$7.62M	Buy	58,136 +1,220	+2%	+$165K	2.35%	7
2024 Q4	$7.5M	Sell	56,916 -1,080	-2%	-$149K	2.25%	10
2024 Q3	$7.85M	Buy	57,996 +1,296	+2%	+$165K	2.46%	10
2024 Q2	$6.91M	Sell	56,700 -533	-0.9%	-$65.7K	2.22%	10
2024 Q1	$7.21M	Buy	57,233 +299	+0.5%	+$35.2K	2.45%	10
2023 Q4	$6.49M	Buy	56,934 +430	+0.8%	+$45.1K	2.56%	10
2023 Q3	$5.73M	Sell	56,504 -2,526	-4%	-$270K	3.35%	5
2023 Q2	$6.34M	Sell	59,030 -206	-0.3%	-$20.7K	3.16%	5
2023 Q1	$5.99M	Buy	59,236 +8,750	+17%	+$880K	3.5%	5
2022 Q4	$4.96M	Sell	50,486 -9,119	-15%	-$868K	2.73%	5
2022 Q3	$4.94M	Buy	59,605 +4,900	+9%	+$451K	3.6%	6
2022 Q2	$4.78M	Sell	54,705 -7,893	-13%	-$744K	3.16%	8
2022 Q1	$6.45M	Buy	62,598 +2,448	+4%	+$249K	5.61%	5
2021 Q4	$6.36M	Buy	60,150 +8,760	+17%	+$910K	4.03%	5
2021 Q3	$5.03M	Buy	51,390 +3,938	+8%	+$405K	4.83%	4
2021 Q2	$4.86M	Buy	+47,452	New	+$4.86M	4.52%	4

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

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

Opal Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.3% in Q1 2026, buying an estimated $131K and bringing the position to 61,810 shares worth $10M. The position accounts for 2.26% of the portfolio, ranked #8.

Opal Wealth Advisors first reported a position in XLI in Q2 2021 and has held it in 20 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Opal Wealth Advisors held 61,810 shares of State Street Industrial Select Sector SPDR ETF worth $10M as of Q1 2026.
Opal Wealth Advisors bought 782 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $131K.
State Street Industrial Select Sector SPDR ETF made up 2.26% of Opal Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Opal Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.