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

Roberts Wealth 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	$1.35M	Sell	7,263 -1,053	-13%	-$183K	0.31%	66
2026 Q1	$1.34M	Buy	8,316 +285	+4%	+$47.8K	0.34%	65
2025 Q4	$1.25M	Buy	8,031 +629	+8%	+$96.8K	0.33%	67
2025 Q3	$1.14M	Buy	7,402 +129	+2%	+$19.5K	0.3%	67
2025 Q2	$1.07M	Buy	7,273 +77	+1%	+$10.5K	0.31%	65
2025 Q1	$943K	Sell	7,196 -292	-4%	-$39.5K	0.29%	67
2024 Q4	$1.01M	Buy	7,488 +113	+2%	+$15.6K	0.31%	61
2024 Q3	$999K	Sell	7,375 -454	-6%	-$57.7K	0.32%	61
2024 Q2	$946K	Sell	7,829 -251	-3%	-$30.9K	0.32%	61
2024 Q1	$986K	Buy	+8,080	New	+$951K	0.37%	62
2023 Q4	–	Sell	-8,148	Closed	-$838K	–	87
2023 Q3	$838K	Sell	8,148 -1,715	-17%	-$184K	0.37%	64
2023 Q2	$1.06M	Sell	9,863 -248	-2%	-$25K	0.47%	55
2023 Q1	$1M	Buy	10,111 +34	+0.3%	+$3.42K	0.46%	55
2022 Q4	$992K	Buy	10,077 +694	+7%	+$66.1K	0.48%	58
2022 Q3	$815K	Buy	9,383 +245	+3%	+$22.6K	0.4%	60
2022 Q2	$803K	Buy	9,138 +192	+2%	+$18.1K	0.35%	67
2022 Q1	$914K	Buy	8,946 +202	+2%	+$20.5K	0.36%	70
2021 Q4	$918K	Buy	8,744 +269	+3%	+$27.9K	0.33%	71
2021 Q3	$829K	Buy	+8,475	New	+$871K	0.33%	66

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

Roberts Wealth Advisors's XLI Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, selling an estimated $183K and leaving 7,263 shares worth $1.35M. The position accounts for 0.31% of the portfolio, ranked #66.

Roberts Wealth Advisors first reported a position in XLI in Q3 2021 and has held it in 19 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roberts Wealth Advisors held 7,263 shares of State Street Industrial Select Sector SPDR ETF worth $1.35M as of Q2 2026.
Roberts Wealth Advisors sold 1,053 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $183K.
State Street Industrial Select Sector SPDR ETF made up 0.31% of Roberts Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Roberts Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.