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

True Link 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	–	Sell	-119	Closed	-$19.2K	–	414
2026 Q1	$19.2K	Buy	+119	New	+$20K	﹤0.01%	285
2022 Q1	–	Sell	-1,185	Closed	-$167K	–	287
2021 Q4	$167K	Hold	1,185	–	–	0.02%	277
2021 Q3	$151K	Hold	1,185	–	–	0.02%	288
2021 Q2	$149K	Sell	1,185 -393	-25%	-$40.3K	0.02%	256
2021 Q1	$184K	Sell	1,578 -462	-23%	-$42.3K	0.03%	261
2020 Q4	$231K	Buy	+2,040	New	+$172K	0.04%	218

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

True Link Financial Advisors's XLI Position: Q2 2026 in Review

True Link Financial Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 119 shares — an estimated $19.2K sold.

True Link Financial Advisors first reported a position in XLI in Q4 2020 and held it in 6 quarters. The position peaked at $231K in Q4 2020. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

True Link Financial Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 119 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $19.2K.
True Link Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $231K in Q4 2020.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.