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

Sovran 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	$1.18M	Sell	6,476 -1	-0%	-$174	0.09%	235
2026 Q1	$1.13M	Sell	6,477 -335	-5%	-$56.2K	0.09%	226
2025 Q4	$1.13M	Sell	6,812 -247	-3%	-$38K	0.1%	212
2025 Q3	$1.09M	Buy	7,059 +313	+5%	+$47.4K	0.1%	207
2025 Q2	$1M	Buy	6,746 +243	+4%	+$33.1K	0.11%	202
2025 Q1	$815K	Buy	6,503 +1,418	+28%	+$192K	0.11%	210
2024 Q4	$684K	Buy	+5,085	New	+$701K	0.1%	205

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

Sovran Advisors's XLI Position: Q2 2026 in Review

Sovran Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.02% in Q2 2026, selling an estimated $174 and leaving 6,476 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #235.

Sovran Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sovran Advisors held 6,476 shares of State Street Industrial Select Sector SPDR ETF worth $1.18M as of Q2 2026.
Sovran Advisors sold 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Sovran Advisors's portfolio in Q2 2026, its #235 holding.
Sovran Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.