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 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 $1.37T 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 Wealth Advisors (California)'s XLI Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 23% in Q1 2026, selling an estimated $2.48M and leaving 49,528 shares worth $8.01M. The position accounts for 2.25% of the portfolio, ranked #9.

Private Wealth Advisors (California) first reported a position in XLI in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.1M in Q3 2019. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Private Wealth Advisors (California) held 49,528 shares of State Street Industrial Select Sector SPDR ETF worth $8.01M as of Q1 2026.
Private Wealth Advisors (California) sold 14,748 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $2.48M.
State Street Industrial Select Sector SPDR ETF made up 2.25% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #9 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 30 quarters since.
Private Wealth Advisors (California)'s State Street Industrial Select Sector SPDR ETF position peaked at $11.1M in Q3 2019.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.