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

Sage Mountain 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 Q1	$45.4K	Hold	281	–	–	﹤0.01%	247
2025 Q4	$43.6K	Hold	281	–	–	﹤0.01%	530
2025 Q3	$43.3K	Sell	281 -71	-20%	-$10.8K	﹤0.01%	517
2025 Q2	$51.9K	Hold	352	–	–	﹤0.01%	458
2025 Q1	$46.1K	Hold	352	–	–	﹤0.01%	435
2024 Q4	$46.4K	Hold	352	–	–	﹤0.01%	434
2024 Q3	$47.7K	Hold	352	–	–	﹤0.01%	442
2024 Q2	$42.9K	Buy	352 +115	+49%	+$14.2K	﹤0.01%	388
2024 Q1	$29.9K	Buy	237 +39	+20%	+$4.59K	﹤0.01%	372
2023 Q4	$22.6K	Sell	198 -104	-34%	-$10.9K	﹤0.01%	320
2023 Q3	$30.6K	Hold	302	–	–	﹤0.01%	316
2023 Q2	$32.4K	Hold	302	–	–	﹤0.01%	312
2023 Q1	$30.6K	Hold	302	–	–	﹤0.01%	295
2022 Q4	$29.7K	Sell	302 -400	-57%	-$38.1K	0.01%	247
2022 Q3	$58K	Hold	702	–	–	0.02%	285
2022 Q2	$61K	Hold	702	–	–	0.01%	532
2022 Q1	$72K	Hold	702	–	–	0.01%	547
2021 Q4	$74K	Hold	702	–	–	0.01%	602
2021 Q3	$69K	Sell	702 -507	-42%	-$52.1K	0.01%	510
2021 Q2	$124K	Hold	1,209	–	–	0.02%	432
2021 Q1	$119K	Buy	1,209 +907	+300%	+$83.1K	0.03%	360
2020 Q4	$27K	Buy	+302	New	+$25.4K	0.01%	242

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 $377B AUM 19.32% 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 $235B AUM 32.99% 1-Year Est. Return

Sage Mountain Advisors's XLI Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 281 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Sage Mountain Advisors first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $124K in Q2 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Sage Mountain Advisors held 281 shares of State Street Industrial Select Sector SPDR ETF worth $45.4K as of Q1 2026.
Sage Mountain Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #247 holding.
Sage Mountain Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $124K in Q2 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.