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XLI icon

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
Q2 		$472K Hold
2,547
– – 0.04% 124
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
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

Strategies Wealth Advisors's XLI Position: Q2 2026 in Review

Strategies Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,547 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #124.

Strategies Wealth Advisors first reported a position in XLI in Q4 2021 and has held it in 18 quarters since. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Strategies Wealth Advisors held 2,547 shares of State Street Industrial Select Sector SPDR ETF worth $472K as of Q2 2026.
  • Strategies Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #124 holding.
  • Strategies Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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