SageView Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

SageView Advisory Group’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	–	Sell	-528	Closed	-$81.9K	–	2460
2025 Q4	$81.9K	Buy	+528	New	+$81.2K	﹤0.01%	890
2024 Q3	–	Sell	-2,047	Closed	-$249K	–	582
2024 Q2	$249K	Sell	2,047 -1,419	-41%	-$175K	0.01%	486
2024 Q1	$323K	Sell	3,466 -3,646	-51%	-$429K	0.02%	397
2023 Q4	$812K	Sell	7,112 -18,951	-73%	-$1.99M	0.04%	293
2023 Q3	$2.64M	Sell	26,063 -276	-1%	-$29.5K	0.15%	88
2023 Q2	$2.83M	Buy	26,339 +5,348	+25%	+$538K	0.16%	88
2023 Q1	$2.12M	Sell	20,991 -879	-4%	-$88.4K	0.14%	108
2022 Q4	$2.15M	Buy	+21,870	New	+$2.08M	0.17%	95

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageView Advisory Group's XLI Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2026, closing a stake of 528 shares — an estimated $81.9K sold.

SageView Advisory Group first reported a position in XLI in Q4 2022 and held it in 8 quarters. The position peaked at $2.83M in Q2 2023. 1,568 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

SageView Advisory Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 528 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $81.9K.
SageView Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 8 quarters.
SageView Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $2.83M in Q2 2023.
1,568 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.