U.S. Capital Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

U.S. Capital 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	$3.63M	Buy	22,432 +2,149	+11%	+$361K	0.09%	239
2025 Q4	$3.15M	Buy	20,283 +1,619	+9%	+$249K	0.08%	253
2025 Q3	$2.88M	Buy	18,664 +720	+4%	+$109K	0.08%	252
2025 Q2	$2.65M	Buy	17,944 +2,185	+14%	+$298K	0.08%	248
2025 Q1	$2.07M	Sell	15,759 -454	-3%	-$61.3K	0.06%	279
2024 Q4	$2.14M	Buy	16,213 +12,731	+366%	+$1.76M	0.07%	288
2024 Q3	$472K	Buy	3,482 +71	+2%	+$9.03K	0.02%	490
2024 Q2	$416K	Buy	3,411 +53	+2%	+$6.53K	0.02%	496
2024 Q1	$423K	Buy	3,358 +30	+0.9%	+$3.53K	0.02%	490
2023 Q4	$379K	Buy	3,328 +92	+3%	+$9.66K	0.02%	501
2023 Q3	$328K	Buy	3,236 +4	+0.1%	+$428	0.01%	507
2023 Q2	$347K	Sell	3,232 -4,187	-56%	-$422K	0.02%	504
2023 Q1	$751K	Buy	7,419 +992	+15%	+$99.8K	0.03%	356
2022 Q4	$631K	Buy	6,427 +3,991	+164%	+$380K	0.03%	410
2022 Q3	$202K	Buy	+2,436	New	+$224K	0.01%	594
2022 Q2	–	Sell	-2,410	Closed	-$248K	–	743
2022 Q1	$248K	Sell	2,410 -10,014	-81%	-$1.02M	0.01%	636
2021 Q4	$1.31M	Buy	12,424 +9,846	+382%	+$1.02M	0.05%	345
2021 Q3	$252K	Buy	+2,578	New	+$265K	0.01%	645

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

U.S. Capital Wealth Advisors's XLI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q1 2026, buying an estimated $361K and bringing the position to 22,432 shares worth $3.63M. The position accounts for 0.09% of the portfolio, ranked #239.

U.S. Capital Wealth Advisors first reported a position in XLI in Q3 2021 and has held it in 18 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

U.S. Capital Wealth Advisors held 22,432 shares of State Street Industrial Select Sector SPDR ETF worth $3.63M as of Q1 2026.
U.S. Capital Wealth Advisors bought 2,149 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $361K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #239 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and has held it in 18 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.