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

Provenance Wealth 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	$552K	Hold	2,982	–	–	0.05%	69
2026 Q1	$482K	Hold	2,982	–	–	0.05%	70
2025 Q4	$463K	Hold	2,982	–	–	0.05%	65
2025 Q3	$460K	Hold	2,982	–	–	0.06%	72
2025 Q2	$440K	Hold	2,982	–	–	0.06%	70
2025 Q1	$391K	Hold	2,982	–	–	0.06%	84
2024 Q4	$393K	Hold	2,982	–	–	0.05%	102
2024 Q3	$404K	Hold	2,982	–	–	0.05%	107
2024 Q2	$363K	Hold	2,982	–	–	0.05%	102
2024 Q1	$376K	Hold	2,982	–	–	0.05%	102
2023 Q4	$340K	Hold	2,982	–	–	0.05%	103
2023 Q3	$302K	Buy	+2,982	New	+$319K	0.05%	98

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

Provenance Wealth Advisors's XLI Position: Q2 2026 in Review

Provenance Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,982 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #69.

Provenance Wealth Advisors first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Provenance Wealth Advisors held 2,982 shares of State Street Industrial Select Sector SPDR ETF worth $552K as of Q2 2026.
Provenance Wealth 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 0.05% of Provenance Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Provenance Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.