Soltis Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Soltis Investment 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	$585K	Sell	3,158 -17,569	-85%	-$3.05M	0.03%	329
2026 Q1	$3.35M	Buy	20,727 +16,688	+413%	+$2.8M	0.21%	114
2025 Q4	$626K	Sell	4,039 -597	-13%	-$91.9K	0.04%	285
2025 Q3	$715K	Sell	4,636 -888	-16%	-$135K	0.05%	251
2025 Q2	$815K	Sell	5,524 -184	-3%	-$25.1K	0.06%	195
2025 Q1	$748K	Sell	5,708 -223	-4%	-$30.1K	0.07%	194
2024 Q4	$781K	Sell	5,931 -4	-0.1%	-$551	0.07%	189
2024 Q3	$804K	Sell	5,935 -1,556	-21%	-$198K	0.08%	170
2024 Q2	$913K	Sell	7,491 -2,224	-23%	-$274K	0.1%	153
2024 Q1	$1.22M	Sell	9,715 -4,482	-32%	-$527K	0.14%	143
2023 Q4	$1.62M	Buy	+14,197	New	+$1.49M	0.18%	124

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

Soltis Investment Advisors's XLI Position: Q2 2026 in Review

Soltis Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 85% in Q2 2026, selling an estimated $3.05M and leaving 3,158 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #329.

Soltis Investment Advisors first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Soltis Investment Advisors held 3,158 shares of State Street Industrial Select Sector SPDR ETF worth $585K as of Q2 2026.
Soltis Investment Advisors sold 17,569 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $3.05M.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #329 holding.
Soltis Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Soltis Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $3.35M in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.