Realta Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Realta Investment 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	$2.07M	Sell	11,201 -2,225	-17%	-$387K	0.64%	40
2026 Q1	$2.17M	Buy	13,426 +954	+8%	+$160K	0.75%	32
2025 Q4	$1.93M	Buy	12,472 +1,595	+15%	+$245K	0.63%	38
2025 Q3	$1.68M	Sell	10,877 -2,368	-18%	-$359K	0.56%	42
2025 Q2	$1.95M	Sell	13,245 -2,363	-15%	-$322K	0.77%	29
2025 Q1	$2.05M	Sell	15,608 -2,465	-14%	-$333K	0.93%	24
2024 Q4	$2.4M	Buy	18,073 +3,006	+20%	+$414K	0.98%	22
2024 Q3	$2.1M	Sell	15,067 -3,081	-17%	-$392K	0.96%	22
2024 Q2	$2.21M	Sell	18,148 -4,136	-19%	-$510K	0.43%	47
2024 Q1	$2.81M	Buy	22,284 +6,801	+44%	+$800K	0.58%	27
2023 Q4	$1.76M	Buy	15,483 +10,384	+204%	+$1.09M	0.4%	52
2023 Q3	$547K	Sell	5,099 -986	-16%	-$106K	0.13%	192
2023 Q2	$653K	Sell	6,085 -525	-8%	-$52.9K	0.14%	168
2023 Q1	$669K	Sell	6,610 -121	-2%	-$12.2K	0.16%	148
2022 Q4	$661K	Sell	6,731 -4	-0.1%	-$381	0.16%	149
2022 Q3	$558K	Sell	6,735 -31	-0.5%	-$2.85K	0.15%	171
2022 Q2	$596K	Sell	6,766 -1,311	-16%	-$124K	0.15%	165
2022 Q1	$832K	Sell	8,077 -1,503	-16%	-$153K	0.17%	138
2021 Q4	$1.01M	Buy	9,580 +254	+3%	+$26.4K	0.22%	108
2021 Q3	$912K	Buy	9,326 +1,144	+14%	+$118K	0.21%	117
2021 Q2	$838K	Buy	8,182 +1,270	+18%	+$130K	0.2%	130
2021 Q1	$680K	Buy	6,912 +1,662	+32%	+$152K	0.18%	147
2020 Q4	$465K	Buy	5,250 +451	+9%	+$38K	0.13%	180
2020 Q3	$369K	Buy	4,799 +1,683	+54%	+$126K	0.12%	194
2020 Q2	$214K	Buy	+3,116	New	+$202K	0.07%	306
2020 Q1	–	Sell	-1,574	Closed	-$129K	–	1425
2019 Q4	$129K	Sell	1,574 -249	-14%	-$19.9K	0.04%	439
2019 Q3	$141K	Sell	1,823 -65	-3%	-$4.99K	0.04%	419
2019 Q2	$147K	Buy	1,888 +198	+12%	+$15.1K	0.04%	398
2019 Q1	$130K	Buy	+1,690	New	+$122K	0.06%	348

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

Realta Investment Advisors's XLI Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 17% in Q2 2026, selling an estimated $387K and leaving 11,201 shares worth $2.07M. The position accounts for 0.64% of the portfolio, ranked #40.

Realta Investment Advisors first reported a position in XLI in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.81M in Q1 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Realta Investment Advisors held 11,201 shares of State Street Industrial Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Realta Investment Advisors sold 2,225 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $387K.
State Street Industrial Select Sector SPDR ETF made up 0.64% of Realta Investment Advisors's portfolio in Q2 2026, its #40 holding.
Realta Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Realta Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $2.81M in Q1 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.