Private Wealth Advisors (California)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Private Wealth Advisors (California)’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	$11.1M	Buy	60,147 +10,619	+21%	+$1.85M	2.85%	8
2026 Q1	$8.01M	Sell	49,528 -14,748	-23%	-$2.48M	2.25%	9
2025 Q4	$9.97M	Buy	64,276 +6,440	+11%	+$991K	3.19%	5
2025 Q3	$8.92M	Sell	57,836 -2,639	-4%	-$400K	3%	7
2025 Q2	$8.92M	Sell	60,475 -958	-2%	-$131K	3.27%	6
2025 Q1	$8.05M	Buy	61,433 +26,849	+78%	+$3.63M	2.91%	6
2024 Q4	$4.56M	Sell	34,584 -770	-2%	-$106K	1.79%	20
2024 Q3	$4.79M	Sell	35,354 -627	-2%	-$79.7K	1.84%	19
2024 Q2	$4.34M	Buy	35,981 +178	+0.5%	+$21.9K	1.67%	21
2024 Q1	$4.51M	Sell	35,803 -4,961	-12%	-$584K	1.84%	21
2023 Q4	$4.65M	Buy	40,764 +702	+2%	+$73.7K	1.81%	21
2023 Q3	$4.06M	Sell	40,062 -770	-2%	-$82.4K	1.72%	21
2023 Q2	$4.38M	Sell	40,832 -271	-0.7%	-$27.3K	1.79%	20
2023 Q1	$4.16M	Sell	41,103 -43,973	-52%	-$4.42M	1.75%	18
2022 Q4	$8.36M	Sell	85,076 -13,444	-14%	-$1.28M	2.81%	10
2022 Q3	$8.16M	Buy	98,520 +101	+0.1%	+$9.3K	3.8%	6
2022 Q2	$9.68M	Sell	98,419 -2,014	-2%	-$190K	3.58%	8
2022 Q1	$10.3M	Buy	100,433 +574	+0.6%	+$58.3K	3.3%	9
2021 Q4	$10.6M	Sell	99,859 -2,941	-3%	-$305K	2.26%	15
2021 Q3	$10.6M	Sell	102,800 -1,282	-1%	-$132K	2.54%	11
2021 Q2	$10.7M	Sell	104,082 -723	-0.7%	-$74.1K	3.27%	8
2021 Q1	$10.3M	Sell	104,805 -5,137	-5%	-$470K	3.5%	9
2020 Q4	$9.86M	Buy	109,942 +3,715	+3%	+$313K	3.41%	8
2020 Q3	$8.18M	Buy	106,227 +3,177	+3%	+$238K	4.23%	8
2020 Q2	$7.08M	Sell	103,050 -1,484	-1%	-$96.2K	4.93%	6
2020 Q1	$6.17M	Sell	104,534 -2,465	-2%	-$186K	5.05%	8
2019 Q4	$8.72M	Sell	106,999 -35,968	-25%	-$2.87M	5.01%	5
2019 Q3	$11.1M	Sell	142,967 -4,898	-3%	-$376K	7.23%	3
2019 Q2	$11.1M	Hold	147,865	–	–	7.55%	3
2019 Q1	$11.1M	Buy	147,865 +6,107	+4%	+$442K	7.55%	3
2018 Q4	$9.13M	Buy	+141,758	New	+$10M	7.37%	4

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

Private Wealth Advisors (California)'s XLI Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 21% in Q2 2026, buying an estimated $1.85M and bringing the position to 60,147 shares worth $11.1M. The position accounts for 2.85% of the portfolio, ranked #8.

Private Wealth Advisors (California) first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Private Wealth Advisors (California) held 60,147 shares of State Street Industrial Select Sector SPDR ETF worth $11.1M as of Q2 2026.
Private Wealth Advisors (California) bought 10,619 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.85M.
State Street Industrial Select Sector SPDR ETF made up 2.85% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #8 holding.
Private Wealth Advisors (California) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.