Resurgent Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Resurgent Financial 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	$697K	Buy	3,763 +1,674	+80%	+$291K	0.19%	119
2026 Q1	$338K	Buy	+2,089	New	+$351K	0.12%	190
2024 Q1	–	Sell	-302	Closed	-$34.4K	–	497
2023 Q4	$34.4K	Buy	302 +5	+2%	+$525	0.02%	406
2023 Q3	$30.1K	Buy	297 +91	+44%	+$9.74K	0.02%	413
2023 Q2	$22.1K	Hold	206	–	–	0.01%	486
2023 Q1	$20.9K	Sell	206 -76	-27%	-$7.64K	0.01%	475
2022 Q4	$27.6K	Sell	282 -4,332	-94%	-$413K	0.01%	553
2022 Q3	$382K	Sell	4,614 -590	-11%	-$54.3K	0.26%	110
2022 Q2	$454K	Sell	5,204 -3,016	-37%	-$284K	0.29%	99
2022 Q1	$847K	Buy	8,220 +538	+7%	+$54.6K	0.53%	51
2021 Q4	$813K	Buy	+7,682	New	+$798K	0.65%	43

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

Resurgent Financial Advisors's XLI Position: Q2 2026 in Review

Resurgent Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 80% in Q2 2026, buying an estimated $291K and bringing the position to 3,763 shares worth $697K. The position accounts for 0.19% of the portfolio, ranked #119.

Resurgent Financial Advisors first reported a position in XLI in Q4 2021 and has held it in 11 quarters since. The position peaked at $847K in Q1 2022. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Resurgent Financial Advisors held 3,763 shares of State Street Industrial Select Sector SPDR ETF worth $697K as of Q2 2026.
Resurgent Financial Advisors bought 1,674 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $291K.
State Street Industrial Select Sector SPDR ETF made up 0.19% of Resurgent Financial Advisors's portfolio in Q2 2026, its #119 holding.
Resurgent Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Resurgent Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $847K in Q1 2022.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.