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
2022 Q4	–	Sell	-26,500	Closed	-$563K	–	631
2022 Q3	$563K	Buy	+26,500	New	+$2.44M	0.38%	82

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 $445B AUM 25.58% 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 $303B AUM 53.02% 1-Year Est. Return

Resurgent Financial Advisors's XLI Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026: 2,089 shares worth $338K. The stake represents 0.12% of the portfolio and ranks #190 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in XLI as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in XLI in Q4 2021 and has held it in 10 quarters since. The position peaked at $847K in Q1 2022. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Resurgent Financial Advisors held 2,089 shares of State Street Industrial Select Sector SPDR ETF worth $338K as of Q1 2026.
State Street Industrial Select Sector SPDR ETF was a new Resurgent Financial Advisors position in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q1 2026, its #190 holding.
Resurgent Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Resurgent Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $847K in Q1 2022.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.