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

Strategic Point 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	$21.3M	Buy	114,740 +1,747	+2%	+$304K	2.77%	14
2026 Q1	$18.3M	Sell	112,993 -290	-0.3%	-$48.7K	2.66%	15
2025 Q4	$17.6M	Buy	113,283 +1,988	+2%	+$306K	2.43%	16
2025 Q3	$17.2M	Buy	111,295 +530	+0.5%	+$80.3K	2.47%	15
2025 Q2	$16.3M	Sell	110,765 -709	-0.6%	-$96.7K	2.52%	15
2025 Q1	$14.6M	Sell	111,474 -2,266	-2%	-$306K	2.43%	15
2024 Q4	$15M	Sell	113,740 -723	-0.6%	-$99.7K	2.44%	15
2024 Q3	$15.5M	Sell	114,463 -655	-0.6%	-$83.3K	2.56%	17
2024 Q2	$14M	Sell	115,118 -894	-0.8%	-$110K	2.51%	16
2024 Q1	$14.6M	Buy	116,012 +680	+0.6%	+$80K	2.65%	16
2023 Q4	$13.1M	Sell	115,332 -1,109	-1%	-$116K	2.54%	15
2023 Q3	$11.8M	Buy	116,441 +747	+0.6%	+$80K	2.52%	16
2023 Q2	$12.4M	Sell	115,694 -1,890	-2%	-$190K	2.55%	16
2023 Q1	$11.9M	Sell	117,584 -225	-0.2%	-$22.6K	2.65%	16
2022 Q4	$11.6M	Buy	117,809 +11	+0%	+$1.05K	2.78%	15
2022 Q3	$9.76M	Buy	117,798 +8	+0%	+$737	2.73%	15
2022 Q2	$10.3M	Buy	117,790 +1,291	+1%	+$122K	2.86%	14
2022 Q1	$12M	Sell	116,499 -1,141	-1%	-$116K	2.74%	15
2021 Q4	$12.4M	Buy	117,640 +3,237	+3%	+$336K	2.81%	14
2021 Q3	$11.2M	Buy	114,403 +691	+0.6%	+$71K	2.74%	15
2021 Q2	$11.6M	Buy	113,712 +1,177	+1%	+$121K	2.83%	14
2021 Q1	$11.1M	Buy	112,535 +205	+0.2%	+$18.8K	2.93%	14
2020 Q4	$9.62M	Buy	+112,330	New	+$9.46M	2.67%	14
2018 Q2	–	Sell	-139,641	Closed	-$10.4M	–	19
2018 Q1	$10.4M	Buy	+139,641	New	+$10.8M	4.26%	10
2015 Q2	–	Sell	-136,170	Closed	-$7.59M	–	13
2015 Q1	$7.59M	Sell	136,170 -2,905	-2%	-$164K	2.87%	10
2014 Q4	$7.4M	Sell	139,075 -200	-0.1%	-$11K	3.17%	8
2014 Q3	$7.4M	Sell	139,275 -210,321	-60%	-$11.3M	3.29%	8
2014 Q2	$18.9M	Buy	349,596 +1,376	+0.4%	+$73.5K	8.49%	5
2014 Q1	$18.2M	Buy	348,220 +202,655	+139%	+$10.4M	9%	6
2013 Q4	$7.61M	Buy	+145,565	New	+$7.15M	3.66%	8

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

Strategic Point Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.5% in Q2 2026, buying an estimated $304K and bringing the position to 114,740 shares worth $21.3M. The position accounts for 2.77% of the portfolio, ranked #14.

Strategic Point Investment Advisors first reported a position in XLI in Q4 2013 and has held it in 30 quarters since. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Strategic Point Investment Advisors held 114,740 shares of State Street Industrial Select Sector SPDR ETF worth $21.3M as of Q2 2026.
Strategic Point Investment Advisors bought 1,747 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $304K.
State Street Industrial Select Sector SPDR ETF made up 2.77% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #14 holding.
Strategic Point Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 30 quarters since.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.