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

Transamerica Financial 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	$1.85M	Sell	9,968 -1,447	-13%	-$251K	0.16%	146
2026 Q1	$1.85M	Sell	11,415 -1,045	-8%	-$175K	0.16%	136
2025 Q4	$1.93M	Buy	12,460 +1,518	+14%	+$234K	0.16%	135
2025 Q3	$1.69M	Buy	10,942 +1,881	+21%	+$285K	0.14%	120
2025 Q2	$1.34M	Sell	9,061 -550	-6%	-$75K	0.13%	126
2025 Q1	$1.26M	Buy	9,611 +151	+2%	+$20.4K	0.13%	135
2024 Q4	$1.25M	Buy	9,460 +295	+3%	+$40.7K	0.12%	135
2024 Q3	$1.24M	Sell	9,165 -2,167	-19%	-$275K	0.12%	137
2024 Q2	$1.38M	Hold	11,332	–	–	0.15%	115
2024 Q1	$1.43M	Sell	11,332 -687	-6%	-$80.8K	0.15%	122
2023 Q4	$1.37M	Buy	12,019 +1,146	+11%	+$120K	0.19%	88
2023 Q3	$1.1M	Buy	10,873 +518	+5%	+$55.5K	0.15%	114
2023 Q2	$1.11M	Sell	10,355 -19	-0.2%	-$1.91K	0.14%	125
2023 Q1	$1.05M	Sell	10,374 -1,023	-9%	-$103K	0.14%	124
2022 Q4	$1.12M	Sell	11,397 -566	-5%	-$53.9K	0.16%	117
2022 Q3	$991K	Sell	11,963 -475	-4%	-$43.7K	0.15%	114
2022 Q2	$1.09M	Buy	+12,438	New	+$1.17M	0.15%	102
2020 Q3	–	Sell	-7,062	Closed	-$486K	–	502
2020 Q2	$486K	Buy	+7,062	New	+$458K	0.11%	106
2019 Q3	–	Sell	-17,142	Closed	-$1.33M	–	538
2019 Q2	$1.33M	Buy	+17,142	New	+$1.3M	0.29%	78
2019 Q1	–	Sell	-7,907	Closed	-$510K	–	473
2018 Q4	$510K	Sell	7,907 -14,872	-65%	-$1.05M	0.13%	102
2018 Q3	$1.79M	Sell	22,779 -11,780	-34%	-$898K	0.38%	67
2018 Q2	$2.48M	Sell	34,559 -3,516	-9%	-$261K	0.55%	54
2018 Q1	$2.83M	Buy	38,075 +3,448	+10%	+$266K	0.42%	82
2017 Q4	$2.62M	Buy	34,627 +4,675	+16%	+$340K	0.35%	91
2017 Q3	$2.13M	Buy	29,952 +6,837	+30%	+$470K	0.26%	110
2017 Q2	$1.57M	Sell	23,115 -7,844	-25%	-$524K	0.21%	112
2017 Q1	$2.02M	Sell	30,959 -2,238	-7%	-$145K	0.24%	118
2016 Q4	$2.07M	Buy	33,197 +15,798	+91%	+$952K	0.25%	110
2016 Q3	$1.02M	Sell	17,399 -20,076	-54%	-$1.17M	0.11%	152
2016 Q2	$2.1M	Sell	37,475 -4,171	-10%	-$233K	0.21%	110
2016 Q1	$2.31M	Sell	41,646 -54,368	-57%	-$2.81M	0.2%	114
2015 Q4	$5.09M	Buy	96,014 +86,048	+863%	+$4.62M	0.37%	48
2015 Q3	$498K	Buy	9,966 +284	+3%	+$15K	0.04%	203
2015 Q2	$524K	Sell	9,682 -38,363	-80%	-$2.15M	0.04%	217
2015 Q1	$2.68M	Sell	48,045 -6,322	-12%	-$356K	0.19%	101
2014 Q4	$3.08M	Buy	54,367 +36,972	+213%	+$2.03M	0.24%	56
2014 Q3	$925K	Sell	17,395 -29,952	-63%	-$1.61M	0.08%	120
2014 Q2	$2.56M	Buy	47,347 +4,171	+10%	+$223K	0.22%	64
2014 Q1	$2.26M	Buy	43,176 +20,606	+91%	+$1.06M	0.22%	60
2013 Q4	$1.18M	Sell	22,570 -7,031	-24%	-$346K	0.13%	89
2013 Q3	$1.37M	Buy	29,601 +13,426	+83%	+$607K	0.18%	79
2013 Q2	$690K	Buy	+16,175	New	+$687K	0.11%	96

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

Transamerica Financial Advisors's XLI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q2 2026, selling an estimated $251K and leaving 9,968 shares worth $1.85M. The position accounts for 0.16% of the portfolio, ranked #146.

Transamerica Financial Advisors first reported a position in XLI in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.09M in Q4 2015. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Transamerica Financial Advisors held 9,968 shares of State Street Industrial Select Sector SPDR ETF worth $1.85M as of Q2 2026.
Transamerica Financial Advisors sold 1,447 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $251K.
State Street Industrial Select Sector SPDR ETF made up 0.16% of Transamerica Financial Advisors's portfolio in Q2 2026, its #146 holding.
Transamerica Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
Transamerica Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.09M in Q4 2015.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.