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

Private 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 Q1	$5.84M	Buy	36,101 +29,797	+473%	+$5M	0.38%	75
2025 Q4	$978K	Sell	6,304 -8	-0.1%	-$1.23K	0.08%	124
2025 Q3	$974K	Buy	6,312 +8	+0.1%	+$1.21K	0.08%	125
2025 Q2	$930K	Hold	6,304	–	–	0.08%	134
2025 Q1	$826K	Sell	6,304 -2,478	-28%	-$335K	0.09%	125
2024 Q4	$1.16M	Hold	8,782	–	–	0.13%	107
2024 Q3	$1.19M	Sell	8,782 -2,650	-23%	-$337K	0.14%	105
2024 Q2	$1.39M	Sell	11,432 -1,301	-10%	-$160K	0.18%	90
2024 Q1	$1.6M	Sell	12,733 -10,870	-46%	-$1.28M	0.23%	85
2023 Q4	$2.69M	Sell	23,603 -2,897	-11%	-$304K	0.47%	57
2023 Q3	$2.69M	Buy	26,500 +157	+0.6%	+$16.8K	0.53%	53
2023 Q2	$2.83M	Buy	26,343 +10,642	+68%	+$1.07M	0.56%	47
2023 Q1	$1.59M	Buy	15,701 +2,379	+18%	+$239K	0.34%	70
2022 Q4	$1.31M	Sell	13,322 -5,999	-31%	-$571K	0.29%	81
2022 Q3	$1.6M	Buy	19,321 +1,379	+8%	+$127K	0.37%	69
2022 Q2	$1.57M	Buy	17,942 +1,918	+12%	+$181K	0.36%	63
2022 Q1	$1.65M	Buy	16,024 +4,392	+38%	+$446K	0.32%	58
2021 Q4	$1.23M	Sell	11,632 -765	-6%	-$79.5K	0.23%	68
2021 Q3	$1.21M	Buy	12,397 +1,016	+9%	+$104K	0.3%	62
2021 Q2	$1.17M	Buy	11,381 +5,144	+82%	+$527K	0.29%	57
2021 Q1	$614K	Buy	6,237 +2,767	+80%	+$253K	0.18%	93
2020 Q4	$307K	Buy	+3,470	New	+$292K	0.1%	108
2018 Q2	–	Sell	-46,774	Closed	-$3.48M	–	147
2018 Q1	$3.48M	Buy	+46,774	New	+$3.6M	2.14%	14
2017 Q4	–	Sell	-3,425	Closed	-$243K	–	147
2017 Q3	$243K	Sell	3,425 -5,206	-60%	-$358K	0.14%	111
2017 Q2	$588K	Sell	8,631 -2,616	-23%	-$175K	0.35%	63
2017 Q1	$732K	Buy	11,247 +1,712	+18%	+$111K	0.49%	59
2016 Q4	$593K	Buy	+9,535	New	+$574K	0.41%	57

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

Private Advisory Group's XLI Position: Q1 2026 in Review

Private Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 473% in Q1 2026, buying an estimated $5M and bringing the position to 36,101 shares worth $5.84M. The position accounts for 0.38% of the portfolio, ranked #75.

Private Advisory Group first reported a position in XLI in Q4 2016 and has held it in 27 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Private Advisory Group held 36,101 shares of State Street Industrial Select Sector SPDR ETF worth $5.84M as of Q1 2026.
Private Advisory Group bought 29,797 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $5M.
State Street Industrial Select Sector SPDR ETF made up 0.38% of Private Advisory Group's portfolio in Q1 2026, its #75 holding.
Private Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 27 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.