Ulland Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Ulland Investment 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	$19K	Hold	100	–	–	0.01%	163
2026 Q1	$16K	Hold	100	–	–	0.01%	162
2025 Q4	$16K	Hold	100	–	–	0.01%	160
2025 Q3	$15K	Hold	100	–	–	0.01%	169
2025 Q2	$15K	Hold	100	–	–	0.01%	167
2025 Q1	$13K	Hold	100	–	–	0.01%	172
2024 Q4	$13K	Buy	100 +75	+300%	+$10.3K	0.01%	170
2024 Q3	$3K	Hold	25	–	–	﹤0.01%	189
2024 Q2	$3K	Hold	25	–	–	﹤0.01%	204
2024 Q1	$3K	Hold	25	–	–	﹤0.01%	208
2023 Q4	$3K	Sell	25 -400	-94%	-$42K	﹤0.01%	182
2023 Q3	$43K	Hold	425	–	–	0.05%	108
2023 Q2	$46K	Hold	425	–	–	0.05%	103
2023 Q1	$43K	Hold	425	–	–	0.05%	99
2022 Q4	$42K	Sell	425 -250	-37%	-$23.8K	0.05%	102
2022 Q3	$56K	Hold	675	–	–	0.06%	91
2022 Q2	$59K	Hold	675	–	–	0.06%	94
2022 Q1	$70K	Sell	675 -2,365	-78%	-$240K	0.05%	91
2021 Q4	$322K	Buy	+3,040	New	+$316K	0.21%	58

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ulland Investment Advisors's XLI Position: Q2 2026 in Review

Ulland Investment Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 100 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #163.

Ulland Investment Advisors first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $322K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Ulland Investment Advisors held 100 shares of State Street Industrial Select Sector SPDR ETF worth $19K as of Q2 2026.
Ulland Investment 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 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #163 holding.
Ulland Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $322K in Q4 2021.
1,055 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.