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

Operose 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 Q2	$56.7K	Hold	306	–	–	0.01%	303
2026 Q1	$49.5K	Sell	306 -83	-21%	-$13.9K	0.01%	285
2025 Q4	$60.3K	Buy	389 +83	+27%	+$12.8K	0.01%	263
2025 Q3	$47.2K	Hold	306	–	–	0.01%	264
2025 Q2	$45.1K	Hold	306	–	–	0.01%	236
2025 Q1	$40.1K	Hold	306	–	–	0.01%	228
2024 Q4	$40.3K	Hold	306	–	–	0.01%	224
2024 Q3	$41.4K	Hold	306	–	–	0.01%	293
2024 Q2	$37.3K	Hold	306	–	–	0.01%	270
2024 Q1	$38.5K	Hold	306	–	–	0.01%	276
2023 Q4	$34.9K	Hold	306	–	–	0.01%	267
2023 Q3	$31K	Hold	306	–	–	0.01%	397
2023 Q2	$32.8K	Hold	306	–	–	0.01%	190
2023 Q1	$31K	Hold	306	–	–	0.02%	189
2022 Q4	$30.1K	Hold	306	–	–	0.02%	193
2022 Q3	$25K	Hold	306	–	–	0.02%	202
2022 Q2	$27K	Hold	306	–	–	0.02%	181
2022 Q1	$32K	Hold	306	–	–	0.02%	180
2021 Q4	$32K	Buy	+306	New	+$31.8K	0.03%	165

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Operose Advisors's XLI Position: Q2 2026 in Review

Operose Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 306 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #303.

Operose Advisors first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $60.3K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Operose Advisors held 306 shares of State Street Industrial Select Sector SPDR ETF worth $56.7K as of Q2 2026.
Operose Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #303 holding.
Operose Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Operose Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $60.3K in Q4 2025.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.