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 Q2	$52K	Hold	281	–	–	﹤0.01%	269
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 $1.55T 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 Mountain Advisors's XLI Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 281 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Sage Mountain Advisors first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $124K in Q2 2021. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sage Mountain Advisors held 281 shares of State Street Industrial Select Sector SPDR ETF worth $52K as of Q2 2026.
Sage Mountain Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #269 holding.
Sage Mountain Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $124K in Q2 2021.
1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.