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Simon Quick Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Simon Quick 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 		$2.13M Buy
11,478
+2,360
+26% +$410K 0.09% 139
2026
Q1 		$1.47M Buy
9,118
+5,243
+135% +$880K 0.07% 164
2025
Q4 		$601K Buy
3,875
+1,067
+38% +$164K 0.03% 237
2025
Q3 		$433K Buy
2,808
+25
+0.9% +$3.79K 0.02% 287
2025
Q2 		$411K Buy
2,783
+121
+5% +$16.5K 0.02% 265
2025
Q1 		$349K Sell
2,662
-241
-8% -$32.6K 0.02% 394
2024
Q4 		$382K Buy
2,903
+568
+24% +$78.3K 0.02% 303
2024
Q3 		$316K Buy
2,335
+4
+0.2% +$508 0.02% 315
2024
Q2 		$284K Buy
2,331
+3
+0.1% +$370 0.02% 296
2024
Q1 		$293K Buy
2,328
+3
+0.1% +$353 0.02% 302
2023
Q4 		$265K Buy
2,325
+101
+5% +$10.6K 0.02% 261
2023
Q3 		$225K Buy
+2,224
New +$238K 0.02% 284
2022
Q2 		– Sell
-939
Closed -$97K – 403
2022
Q1 		$97K Sell
939
-663
-41% -$67.3K 0.03% 148
2021
Q4 		$170K Buy
1,602
+1,558
+3,541% +$162K 0.05% 124
2021
Q3 		$4K Sell
44
-101
-70% -$10.4K ﹤0.01% 389
2021
Q2 		$14K Buy
145
+73
+101% +$7.48K ﹤0.01% 361
2021
Q1 		$7K Hold
72
– – ﹤0.01% 407
2020
Q4 		$6K Hold
72
– – ﹤0.01% 396
2020
Q3 		$6K Buy
72
+1
+1% +$75 ﹤0.01% 362
2020
Q2 		$5K Hold
71
– – ﹤0.01% 362
2020
Q1 		$4K Buy
+71
New +$5.35K ﹤0.01% 374
2019
Q2 		– Sell
-101
Closed -$8K – 594
2019
Q1 		$8K Hold
101
– – ﹤0.01% 346
2018
Q4 		$6K Buy
101
+1
+1% +$71 ﹤0.01% 287
2018
Q3 		$8K Buy
100
+1
+1% +$76 ﹤0.01% 249
2018
Q2 		$7K Buy
+99
New +$7.34K ﹤0.01% 282
2018
Q1 		– Sell
-63
Closed -$5K – 426
2017
Q4 		$5K Buy
+63
New +$4.58K ﹤0.01% 370

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Simon Quick Advisors's XLI Position: Q2 2026 in Review

Simon Quick Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 26% in Q2 2026, buying an estimated $410K and bringing the position to 11,478 shares worth $2.13M. The position accounts for 0.09% of the portfolio, ranked #139.

Simon Quick Advisors first reported a position in XLI in Q4 2017 and has held it in 26 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Simon Quick Advisors held 11,478 shares of State Street Industrial Select Sector SPDR ETF worth $2.13M as of Q2 2026.
  • Simon Quick Advisors bought 2,360 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $410K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Simon Quick Advisors's portfolio in Q2 2026, its #139 holding.
  • Simon Quick Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.