Plante Moran Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Plante Moran Financial 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	$102K	Hold	549	–	–	﹤0.01%	244
2026 Q1	$88.9K	Sell	549 -123	-18%	-$20.6K	0.01%	240
2025 Q4	$104K	Sell	672 -56	-8%	-$8.62K	0.01%	225
2025 Q3	$112K	Hold	728	–	–	0.01%	228
2025 Q2	$107K	Hold	728	–	–	0.01%	228
2025 Q1	$95.5K	Hold	728	–	–	0.01%	251
2024 Q4	$96K	Hold	728	–	–	0.01%	264
2024 Q3	$98.7K	Hold	728	–	–	0.01%	284
2024 Q2	$88.8K	Buy	728 +1	+0.1%	+$123	0.01%	261
2024 Q1	$91.6K	Buy	727 +419	+136%	+$49.3K	0.01%	260
2023 Q4	$35.1K	Hold	308	–	–	﹤0.01%	370
2023 Q3	$31.2K	Hold	308	–	–	﹤0.01%	358
2023 Q2	$33.1K	Hold	308	–	–	﹤0.01%	359
2023 Q1	$31.2K	Sell	308 -540	-64%	-$54.3K	﹤0.01%	368
2022 Q4	$83.3K	Buy	848 +484	+133%	+$46.1K	0.01%	250
2022 Q3	$30K	Buy	364 +56	+18%	+$5.16K	0.01%	391
2022 Q2	$27K	Sell	308 -512	-62%	-$48.3K	﹤0.01%	412
2022 Q1	$84K	Buy	820 +512	+166%	+$52K	0.02%	247
2021 Q4	$33K	Sell	308 -752	-71%	-$78.1K	0.01%	446
2021 Q3	$104K	Buy	1,060 +633	+148%	+$65K	0.02%	268
2021 Q2	$44K	Sell	427 -9	-2%	-$922	0.01%	405
2021 Q1	$43K	Buy	436 +128	+42%	+$11.7K	0.01%	395
2020 Q4	$27K	Buy	308 +64	+26%	+$5.39K	0.01%	465
2020 Q3	$19K	Buy	244 +65	+36%	+$4.86K	0.01%	518
2020 Q2	$12K	Sell	179 -512	-74%	-$33.2K	﹤0.01%	505
2020 Q1	$41K	Sell	691 -410	-37%	-$30.9K	0.02%	288
2019 Q4	$90K	Hold	1,101	–	–	0.03%	242
2019 Q3	$85K	Hold	1,101	–	–	0.02%	263
2019 Q2	$85K	Hold	1,101	–	–	0.03%	247
2019 Q1	$83K	Sell	1,101 -112	-9%	-$8.11K	0.03%	243
2018 Q4	$78K	Sell	1,213 -693	-36%	-$49.1K	0.03%	235
2018 Q3	$149K	Hold	1,906	–	–	0.05%	173
2018 Q2	$137K	Sell	1,906 -80	-4%	-$5.93K	0.07%	195
2018 Q1	$148K	Buy	1,986 +386	+24%	+$29.7K	0.08%	183
2017 Q4	$121K	Hold	1,600	–	–	0.07%	194
2017 Q3	$114K	Sell	1,600 -504	-24%	-$34.7K	0.07%	189
2017 Q2	$143K	Buy	2,104 +1,069	+103%	+$71.3K	0.09%	155
2017 Q1	$67K	Hold	1,035	–	–	0.04%	262
2016 Q4	$64K	Buy	1,035 +641	+163%	+$38.6K	0.04%	282
2016 Q3	$23K	Sell	394 -252	-39%	-$14.6K	0.02%	469
2016 Q2	$36K	Hold	646	–	–	0.03%	343
2016 Q1	$36K	Sell	646 -111	-15%	-$5.74K	0.03%	308
2015 Q4	$40K	Buy	+757	New	+$40.6K	0.03%	321
2015 Q3	–	Sell	-1,850	Closed	-$100K	–	759
2015 Q2	$100K	Hold	1,850	–	–	0.07%	193
2015 Q1	$103K	Sell	1,850 -48	-3%	-$2.7K	0.07%	183
2014 Q4	$107K	Buy	1,898 +48	+3%	+$2.64K	0.08%	178
2014 Q3	$98K	Buy	+1,850	New	+$99.3K	0.09%	169

Other funds holding XLI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

RIG

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

Plante Moran Financial Advisors's XLI Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 549 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Plante Moran Financial Advisors first reported a position in XLI in Q3 2014 and has held it in 47 quarters since. The position peaked at $149K in Q3 2018. 1,157 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Plante Moran Financial Advisors held 549 shares of State Street Industrial Select Sector SPDR ETF worth $102K as of Q2 2026.
Plante Moran Financial 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 Plante Moran Financial Advisors's portfolio in Q2 2026, its #244 holding.
Plante Moran Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2014 and has held it in 47 quarters since.
Plante Moran Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $149K in Q3 2018.
1,157 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.