Spartan Wealth Advisory Services LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Spartan Wealth Advisory Services LLC’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	$1.37M	Buy	7,372 +123	+2%	+$21.4K	0.11%	143
2026 Q1	$1.17M	Buy	+7,249	New	+$1.22M	0.1%	141

Other funds holding XLI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's XLI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 7,372 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #143.

Spartan Wealth Advisory Services LLC first reported a position in XLI in Q1 2026 and has held it in 2 quarters since. 1,593 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Spartan Wealth Advisory Services LLC held 7,372 shares of State Street Industrial Select Sector SPDR ETF worth $1.37M as of Q2 2026.
Spartan Wealth Advisory Services LLC bought 123 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #143 holding.
Spartan Wealth Advisory Services LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,593 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.