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

Strategies Wealth 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 Q1	$412K	Sell	2,547 -245	-9%	-$41.1K	0.04%	115
2025 Q4	$433K	Sell	2,792 -45	-2%	-$6.92K	0.04%	111
2025 Q3	$438K	Sell	2,837 -13	-0.5%	-$1.97K	0.05%	115
2025 Q2	$420K	Sell	2,850 -526	-16%	-$71.8K	0.05%	118
2025 Q1	$443K	Sell	3,376 -24	-0.7%	-$3.24K	0.05%	105
2024 Q4	$471K	Sell	3,400 -67	-2%	-$9.24K	0.06%	84
2024 Q3	$470K	Sell	3,467 -213	-6%	-$27.1K	0.06%	65
2024 Q2	$448K	Buy	3,680 +229	+7%	+$28.2K	0.07%	62
2024 Q1	$435K	Sell	3,451 -19	-0.5%	-$2.24K	0.07%	68
2023 Q4	$396K	Buy	3,470 +675	+24%	+$70.8K	0.07%	68
2023 Q3	$283K	Buy	2,795 +10	+0.4%	+$1.07K	0.06%	67
2023 Q2	$299K	Buy	2,785 +1	+0%	+$101	0.06%	69
2023 Q1	$282K	Buy	2,784 +289	+12%	+$29.1K	0.06%	67
2022 Q4	$245K	Buy	+2,495	New	+$238K	0.06%	66
2022 Q2	$234K	Buy	2,679 +101	+4%	+$9.52K	0.07%	76
2022 Q1	$266K	Buy	2,578 +8	+0.3%	+$813	0.07%	74
2021 Q4	$272K	Buy	+2,570	New	+$267K	0.08%	73

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategies Wealth Advisors's XLI Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 8.8% in Q1 2026, selling an estimated $41.1K and leaving 2,547 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #115.

Strategies Wealth Advisors first reported a position in XLI in Q4 2021 and has held it in 17 quarters since. The position peaked at $471K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Strategies Wealth Advisors held 2,547 shares of State Street Industrial Select Sector SPDR ETF worth $412K as of Q1 2026.
Strategies Wealth Advisors sold 245 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $41.1K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #115 holding.
Strategies Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $471K in Q4 2024.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.