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XLI icon

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

Rise 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 		$321K Buy
1,732
+4
+0.2% +$695 0.09% 75
2026
Q1 		$284K Sell
1,728
-1,131
-40% -$190K 0.1% 73
2025
Q4 		$443K Sell
2,859
-36,745
-93% -$5.65M 0.16% 54
2025
Q3 		$6.11M Buy
39,604
+2,132
+6% +$323K 2.19% 10
2025
Q2 		$5.53M Buy
37,472
+1,348
+4% +$184K 2.19% 9
2025
Q1 		$4.73M Sell
36,124
-243
-0.7% -$32.8K 2.09% 8
2024
Q4 		$4.79M Sell
36,367
-351
-1% -$48.4K 2.3% 8
2024
Q3 		$4.97M Buy
36,718
+2,369
+7% +$301K 2.38% 8
2024
Q2 		$4.19M Sell
34,349
-2,215
-6% -$273K 2.22% 8
2024
Q1 		$4.61M Buy
36,564
+908
+3% +$107K 2.45% 8
2023
Q4 		$4.06M Buy
35,656
+1,665
+5% +$175K 2.84% 8
2023
Q3 		$3.45M Buy
33,991
+2,789
+9% +$299K 2.73% 7
2023
Q2 		$3.35M Buy
31,202
+1,784
+6% +$180K 2.59% 7
2023
Q1 		$2.98M Sell
29,418
-1,792
-6% -$180K 2.25% 9
2022
Q4 		$3.07M Sell
31,210
-890
-3% -$84.8K 2.46% 7
2022
Q3 		$2.66M Buy
32,100
+844
+3% +$77.7K 2.2% 10
2022
Q2 		$2.73M Buy
31,256
+453
+1% +$42.7K 2.75% 9
2022
Q1 		$3.17M Buy
30,803
+10,990
+55% +$1.12M 2.86% 9
2021
Q4 		$2.1M Buy
+19,813
New +$2.06M 2% 12

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Rise Advisors's XLI Position: Q2 2026 in Review

Rise Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.23% in Q2 2026, buying an estimated $695 and bringing the position to 1,732 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #75.

Rise Advisors first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.11M in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Rise Advisors held 1,732 shares of State Street Industrial Select Sector SPDR ETF worth $321K as of Q2 2026.
  • Rise Advisors bought 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $695.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #75 holding.
  • Rise Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $6.11M in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.