RPg Family Wealth Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

RPg Family Wealth Advisory’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	$3.46M	Buy	18,655 +2,580	+16%	+$448K	0.58%	55
2026 Q1	$2.6M	Sell	16,075 -2,148	-12%	-$361K	0.54%	64
2025 Q4	$2.83M	Sell	18,223 -1,444	-7%	-$222K	0.62%	60
2025 Q3	$3.03M	Sell	19,667 -2,655	-12%	-$402K	0.66%	57
2025 Q2	$3.29M	Buy	22,322 +1,848	+9%	+$252K	0.88%	52
2025 Q1	$2.68M	Buy	20,474 +6,252	+44%	+$845K	0.76%	47
2024 Q4	$1.87M	Buy	14,222 +1,413	+11%	+$195K	0.66%	46
2024 Q3	$1.73M	Buy	12,809 +821	+7%	+$104K	0.56%	53
2024 Q2	$1.46M	Buy	11,988 +556	+5%	+$68.5K	0.48%	61
2024 Q1	$1.44M	Sell	11,432 -354	-3%	-$41.7K	0.46%	64
2023 Q4	$1.34M	Sell	11,786 -785	-6%	-$82.4K	0.5%	58
2023 Q3	$1.27M	Buy	12,571 +515	+4%	+$55.1K	0.52%	54
2023 Q2	$1.29M	Sell	12,056 -1,206	-9%	-$121K	0.52%	58
2023 Q1	$1.34M	Buy	13,262 +3,054	+30%	+$307K	0.74%	44
2022 Q4	$1M	Buy	+10,208	New	+$972K	0.69%	46
2022 Q2	–	Sell	-6,950	Closed	-$716K	–	326
2022 Q1	$716K	Buy	6,950 +6,769	+3,740%	+$688K	0.31%	59
2021 Q4	$19.2K	Hold	181	–	–	0.01%	225
2021 Q3	$17.7K	Hold	181	–	–	0.01%	236
2021 Q2	$18.5K	Buy	+181	New	+$18.5K	0.01%	231
2020 Q4	$16K	Hold	181	–	–	0.01%	245
2020 Q3	$13.9K	Hold	181	–	–	0.01%	248
2020 Q2	$12.4K	Hold	181	–	–	0.01%	262
2020 Q1	$10.7K	Sell	181 -527	-74%	-$39.7K	0.01%	251
2019 Q4	$57.7K	Hold	708	–	–	0.03%	156
2019 Q3	$55K	Hold	708	–	–	0.03%	157
2019 Q2	$54.8K	Buy	708 +254	+56%	+$19.3K	0.03%	157
2019 Q1	$34.1K	Buy	+454	New	+$32.9K	0.02%	191

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

RPg Family Wealth Advisory's XLI Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 16% in Q2 2026, buying an estimated $448K and bringing the position to 18,655 shares worth $3.46M. The position accounts for 0.58% of the portfolio, ranked #55.

RPg Family Wealth Advisory first reported a position in XLI in Q1 2019 and has held it in 27 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

RPg Family Wealth Advisory held 18,655 shares of State Street Industrial Select Sector SPDR ETF worth $3.46M as of Q2 2026.
RPg Family Wealth Advisory bought 2,580 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $448K.
State Street Industrial Select Sector SPDR ETF made up 0.58% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #55 holding.
RPg Family Wealth Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 27 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.