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

Sage Capital 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	$6.41M	Sell	34,605 -172	-0.5%	-$29.9K	1.33%	25
2026 Q1	$5.62M	Sell	34,777 -100	-0.3%	-$16.8K	1.3%	29
2025 Q4	$5.41M	Buy	34,877 +122	+0.4%	+$18.8K	1.29%	24
2025 Q3	$5.36M	Sell	34,755 -73	-0.2%	-$11.1K	1.27%	28
2025 Q2	$5.14M	Sell	34,828 -2,709	-7%	-$370K	1.27%	29
2025 Q1	$4.92M	Buy	37,537 +79	+0.2%	+$10.7K	1.29%	28
2024 Q4	$4.94M	Buy	37,458 +986	+3%	+$136K	1.28%	26
2024 Q3	$4.94M	Buy	36,472 +39	+0.1%	+$4.96K	1.29%	26
2024 Q2	$4.44M	Buy	36,433 +1,011	+3%	+$125K	1.28%	24
2024 Q1	$4.46M	Buy	35,422 +357	+1%	+$42K	1.29%	26
2023 Q4	$4M	Buy	35,065 +39	+0.1%	+$4.09K	1.29%	25
2023 Q3	$3.55M	Sell	35,026 -171	-0.5%	-$18.3K	1.3%	26
2023 Q2	$3.78M	Buy	35,197 +29	+0.1%	+$2.92K	1.33%	26
2023 Q1	$3.56M	Buy	35,168 +16,639	+90%	+$1.67M	1.36%	29
2022 Q4	$1.82M	Buy	18,529 +13,171	+246%	+$1.25M	0.8%	38
2022 Q3	$444K	Buy	5,358 +1	+0%	+$92	0.23%	70
2022 Q2	$468K	Buy	5,357 +4	+0.1%	+$377	0.22%	66
2022 Q1	$533K	Sell	5,353 -1,660	-24%	-$169K	0.22%	67
2021 Q4	$726K	Buy	7,013 +1,626	+30%	+$169K	0.28%	58
2021 Q3	$527K	Sell	5,387 -2,159	-29%	-$222K	0.22%	69
2021 Q2	$781K	Sell	7,546 -127	-2%	-$13K	0.32%	58
2021 Q1	$755K	Buy	7,673 +15	+0.2%	+$1.37K	0.34%	57
2020 Q4	$678K	Buy	7,658 +2,106	+38%	+$177K	0.33%	55
2020 Q3	$427K	Buy	5,552 +81	+1%	+$6.06K	0.26%	65
2020 Q2	$376K	Buy	5,471 +825	+18%	+$53.5K	0.24%	68
2020 Q1	$274K	Buy	4,646 +1,094	+31%	+$82.4K	0.22%	69
2019 Q4	$289K	Sell	3,552 -42	-1%	-$3.35K	0.18%	80
2019 Q3	$279K	Buy	+3,594	New	+$276K	0.21%	75
2019 Q2	–	Sell	-6,605	Closed	-$496K	–	106
2019 Q1	$496K	Buy	+6,605	New	+$478K	0.32%	56

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

Sage Capital Advisors's XLI Position: Q2 2026 in Review

Sage Capital Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.49% in Q2 2026, selling an estimated $29.9K and leaving 34,605 shares worth $6.41M. The position accounts for 1.33% of the portfolio, ranked #25.

Sage Capital Advisors first reported a position in XLI in Q1 2019 and has held it in 29 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sage Capital Advisors held 34,605 shares of State Street Industrial Select Sector SPDR ETF worth $6.41M as of Q2 2026.
Sage Capital Advisors sold 172 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $29.9K.
State Street Industrial Select Sector SPDR ETF made up 1.33% of Sage Capital Advisors's portfolio in Q2 2026, its #25 holding.
Sage Capital Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.