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

Strategic 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	$315K	Buy	1,702 +469	+38%	+$81.5K	0.02%	275
2026 Q1	$199K	Buy	+1,233	New	+$207K	0.01%	309
2024 Q3	–	Sell	-4,023	Closed	-$490K	–	246
2024 Q2	$490K	Buy	4,023 +52	+1%	+$6.41K	0.06%	183
2024 Q1	$500K	Buy	+3,971	New	+$467K	0.06%	175
2023 Q4	–	Sell	-5,128	Closed	-$520K	–	256
2023 Q3	$520K	Sell	5,128 -513	-9%	-$54.9K	0.09%	164
2023 Q2	$605K	Sell	5,641 -347	-6%	-$34.9K	0.08%	123
2023 Q1	$606K	Buy	+5,988	New	+$602K	0.11%	139
2021 Q3	–	Sell	-5,542	Closed	-$568K	–	196
2021 Q2	$568K	Buy	+5,542	New	+$568K	0.13%	153
2020 Q4	–	Sell	-7,353	Closed	-$566K	–	215
2020 Q3	$566K	Buy	+7,353	New	+$550K	0.19%	87
2019 Q3	–	Sell	-3,208	Closed	-$250K	–	168
2019 Q2	$250K	Buy	+3,208	New	+$244K	0.14%	119

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

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

Strategic Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 38% in Q2 2026, buying an estimated $81.5K and bringing the position to 1,702 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #275.

Strategic Investment Advisors first reported a position in XLI in Q2 2019 and has held it in 10 quarters since. The position peaked at $606K in Q1 2023. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Strategic Investment Advisors held 1,702 shares of State Street Industrial Select Sector SPDR ETF worth $315K as of Q2 2026.
Strategic Investment Advisors bought 469 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $81.5K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #275 holding.
Strategic Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2019 and has held it in 10 quarters since.
Strategic Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $606K in Q1 2023.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.