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 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 $1.37T 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

Savvy Advisors Inc's XLI Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q1 2026, buying an estimated $56.1K and bringing the position to 3,286 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #640.

Savvy Advisors Inc first reported a position in XLI in Q3 2024 and has held it in 7 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Savvy Advisors Inc held 3,286 shares of State Street Industrial Select Sector SPDR ETF worth $531K as of Q1 2026.
Savvy Advisors Inc bought 334 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $56.1K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #640 holding.
Savvy Advisors Inc first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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