RIA
XLI icon

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
2023
Q3 		– Sell
-300
Closed -$32.2K – 824
2023
Q2 		$32.2K Buy
+300
New +$30.2K 0.01% 607

Other funds holding XLI

LPL Financial
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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. 1,182 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.
  • 1,182 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.