Sowell Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.09M | Sell |
22,073
-2,770
| -11% | -$481K | 0.13% | 165 |
|
|
2026
Q1 | $4.02M | Buy |
24,843
+87
| +0.4% | +$14.6K | 0.15% | 150 |
|
|
2025
Q4 | $3.84M | Buy |
24,756
+483
| +2% | +$74.3K | 0.14% | 144 |
|
|
2025
Q3 | $3.74M | Buy |
24,273
+210
| +0.9% | +$31.8K | 0.14% | 143 |
|
|
2025
Q2 | $3.55M | Sell |
24,063
-493
| -2% | -$67.3K | 0.14% | 146 |
|
|
2025
Q1 | $3.22M | Buy |
24,556
+753
| +3% | +$102K | 0.15% | 146 |
|
|
2024
Q4 | $3.14M | Sell |
23,803
-3,873
| -14% | -$534K | 0.16% | 141 |
|
|
2024
Q3 | $3.75M | Buy |
27,676
+4,035
| +17% | +$513K | 0.17% | 137 |
|
|
2024
Q2 | $2.88M | Sell |
23,641
-4,194
| -15% | -$517K | 0.14% | 162 |
|
|
2024
Q1 | $3.51M | Sell |
27,835
-5,495
| -16% | -$647K | 0.17% | 143 |
|
|
2023
Q4 | $3.8M | Buy |
33,330
+12,391
| +59% | +$1.3M | 0.21% | 124 |
|
|
2023
Q3 | $2.12M | Sell |
20,939
-1,001
| -5% | -$107K | 0.13% | 172 |
|
|
2023
Q2 | $2.35M | Buy |
21,940
+3,010
| +16% | +$303K | 0.13% | 180 |
|
|
2023
Q1 | $1.92M | Sell |
18,930
-8,579
| -31% | -$863K | 0.15% | 163 |
|
|
2022
Q4 | $2.7M | Sell |
27,509
-3,303
| -11% | -$315K | 0.17% | 145 |
|
|
2022
Q3 | $2.55M | Buy |
+30,812
| New | +$2.84M | 0.26% | 107 |
|
|
2022
Q1 | – | Sell |
-11,985
| Closed | -$1.27M | – | 531 |
|
|
2021
Q4 | $1.27M | Sell |
11,985
-11
| -0.1% | -$1.14K | 0.07% | 287 |
|
|
2021
Q3 | $1.17M | Buy |
11,996
+137
| +1% | +$14.1K | 0.08% | 267 |
|
|
2021
Q2 | $1.21M | Sell |
11,859
-13,230
| -53% | -$1.36M | 0.08% | 273 |
|
|
2021
Q1 | $2.62M | Buy |
25,089
+5,136
| +26% | +$470K | 0.09% | 200 |
|
|
2020
Q4 | $1.77M | Buy |
19,953
+394
| +2% | +$33.2K | 0.08% | 227 |
|
|
2020
Q3 | $1.51M | Buy |
19,559
+4,430
| +29% | +$331K | 0.08% | 221 |
|
|
2020
Q2 | $1.04M | Sell |
15,129
-26,932
| -64% | -$1.75M | 0.06% | 265 |
|
|
2020
Q1 | $905K | Buy |
42,061
+22,289
| +113% | +$1.68M | 0.07% | 266 |
|
|
2019
Q4 | $1.61M | Sell |
19,772
-6,826
| -26% | -$545K | 0.12% | 183 |
|
|
2019
Q3 | $2.06M | Buy |
+26,598
| New | +$2.04M | 0.17% | 125 |
|
|
2019
Q1 | $1.44M | Sell |
19,154
-236
| -1% | -$17.1K | 0.16% | 139 |
|
|
2018
Q4 | $1.25M | Buy |
+19,390
| New | +$1.37M | 0.18% | 123 |
|
|
2018
Q1 | – | Sell |
-10,358
| Closed | -$823K | – | 299 |
|
|
2017
Q4 | $823K | Sell |
10,358
-9,590
| -48% | -$698K | 0.2% | 111 |
|
|
2017
Q3 | $1.43M | Buy |
19,948
+16,511
| +480% | +$1.14M | 0.37% | 66 |
|
|
2017
Q2 | $236K | Sell |
3,437
-2,732
| -44% | -$182K | 0.07% | 214 |
|
|
2017
Q1 | $413K | Sell |
6,169
-3,227
| -34% | -$209K | 0.12% | 157 |
|
|
2016
Q4 | $618K | Buy |
+9,396
| New | +$566K | 0.21% | 105 |
|
Other funds holding XLI
MIFH
PF
Sowell Financial Services's XLI Position: Q2 2026 in Review
Sowell Financial Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, selling an estimated $481K and leaving 22,073 shares worth $4.09M. The position accounts for 0.13% of the portfolio, ranked #165.
Sowell Financial Services first reported a position in XLI in Q4 2016 and has held it in 33 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.
- Sowell Financial Services held 22,073 shares of State Street Industrial Select Sector SPDR ETF worth $4.09M as of Q2 2026.
- Sowell Financial Services sold 2,770 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $481K.
- State Street Industrial Select Sector SPDR ETF made up 0.13% of Sowell Financial Services's portfolio in Q2 2026, its #165 holding.
- Sowell Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 33 quarters since.
- 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.