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

Strategic 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 		$579K Sell
3,126
-14
-0.4% -$2.43K 0.13% 107
2026
Q1 		$508K Buy
3,140
+68
+2% +$11.4K 0.08% 137
2025
Q4 		$477K Buy
3,072
+10
+0.3% +$1.54K 0.07% 136
2025
Q3 		$472K Sell
3,062
-623
-17% -$94.4K 0.08% 138
2025
Q2 		$544K Buy
3,685
+10
+0.3% +$1.36K 0.11% 114
2025
Q1 		$482K Sell
3,675
-25
-0.7% -$3.38K 0.09% 134
2024
Q4 		$488K Buy
3,700
+352
+11% +$48.5K 0.09% 133
2024
Q3 		$453K Buy
3,348
+98
+3% +$12.5K 0.08% 148
2024
Q2 		$396K Buy
3,250
+29
+0.9% +$3.57K 0.08% 151
2024
Q1 		$406K Sell
3,221
-110
-3% -$12.9K 0.08% 152
2023
Q4 		$380K Buy
3,331
+38
+1% +$3.99K 0.07% 154
2023
Q3 		$334K Buy
3,293
+220
+7% +$23.6K 0.07% 155
2023
Q2 		$330K Sell
3,073
-10
-0.3% -$1.01K 0.06% 153
2023
Q1 		$312K Sell
3,083
-46
-1% -$4.63K 0.06% 162
2022
Q4 		$307K Buy
3,129
+613
+24% +$58.4K 0.07% 153
2022
Q3 		$208K Sell
2,516
-22
-0.9% -$2.02K 0.05% 178
2022
Q2 		$221K Buy
2,538
+7
+0.3% +$660 0.05% 171
2022
Q1 		$260K Sell
2,531
-11,697
-82% -$1.19M 0.05% 168
2021
Q4 		$1.5M Sell
14,228
-3,625
-20% -$377K 0.21% 87
2021
Q3 		$1.75M Buy
17,853
+989
+6% +$102K 0.38% 66
2021
Q2 		$1.73M Buy
+16,864
New +$1.73M 0.45% 51

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

Strategic Advisors's XLI Position: Q2 2026 in Review

Strategic Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.45% in Q2 2026, selling an estimated $2.43K and leaving 3,126 shares worth $579K. The position accounts for 0.13% of the portfolio, ranked #107.

Strategic Advisors first reported a position in XLI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.75M in Q3 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Strategic Advisors held 3,126 shares of State Street Industrial Select Sector SPDR ETF worth $579K as of Q2 2026.
  • Strategic Advisors sold 14 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.43K.
  • State Street Industrial Select Sector SPDR ETF made up 0.13% of Strategic Advisors's portfolio in Q2 2026, its #107 holding.
  • Strategic Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Strategic Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.75M in Q3 2021.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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