United Advisor Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

United Advisor Group’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	$486K	Buy	2,624 +645	+33%	+$112K	0.05%	324
2026 Q1	$320K	Sell	1,979 -25	-1%	-$4.2K	0.04%	380
2025 Q4	$311K	Sell	2,004 -153	-7%	-$23.5K	0.04%	370
2025 Q3	$333K	Buy	2,157 +18	+0.8%	+$2.73K	0.04%	339
2025 Q2	$316K	Buy	+2,139	New	+$292K	0.05%	305

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

United Advisor Group's XLI Position: Q2 2026 in Review

United Advisor Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 2,624 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #324.

United Advisor Group first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

United Advisor Group held 2,624 shares of State Street Industrial Select Sector SPDR ETF worth $486K as of Q2 2026.
United Advisor Group bought 645 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #324 holding.
United Advisor Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.