Savvy Advisors Inc’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Savvy Advisors Inc’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	$566K	Sell	3,055 -231	-7%	-$40.1K	0.01%	733
2026 Q1	$531K	Buy	3,286 +334	+11%	+$56.1K	0.01%	640
2025 Q4	$458K	Buy	2,952 +733	+33%	+$113K	0.01%	604
2025 Q3	$342K	Buy	2,219 +108	+5%	+$16.4K	0.02%	573
2025 Q2	$311K	Buy	2,111 +207	+11%	+$28.2K	0.02%	478
2025 Q1	$250K	Sell	1,904 -1,406	-42%	-$190K	0.03%	429
2024 Q4	$436K	Buy	3,310 +1,586	+92%	+$219K	0.05%	262
2024 Q3	$233K	Buy	+1,724	New	+$219K	0.05%	305

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

Savvy Advisors Inc's XLI Position: Q2 2026 in Review

Savvy Advisors Inc reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7% in Q2 2026, selling an estimated $40.1K and leaving 3,055 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #733.

Savvy Advisors Inc first reported a position in XLI in Q3 2024 and has held it in 8 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Savvy Advisors Inc held 3,055 shares of State Street Industrial Select Sector SPDR ETF worth $566K as of Q2 2026.
Savvy Advisors Inc sold 231 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $40.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #733 holding.
Savvy Advisors Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.