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

United Capital 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
Q1 		$5.76M Sell
35,586
-1,660
-4% -$279K 0.04% 340
2025
Q4 		$5.78M Buy
37,246
+18,683
+101% +$2.87M 0.03% 328
2025
Q3 		$2.86M Sell
18,563
-599
-3% -$90.7K 0.02% 390
2025
Q2 		$2.83M Sell
19,162
-1,251
-6% -$171K 0.02% 374
2025
Q1 		$2.68M Sell
20,413
-1,350
-6% -$182K 0.02% 372
2024
Q4 		$2.87M Sell
21,763
-846
-4% -$117K 0.02% 350
2024
Q3 		$3.06M Sell
22,609
-1,048
-4% -$133K 0.03% 339
2024
Q2 		$2.88M Buy
23,657
+4,444
+23% +$548K 0.02% 339
2024
Q1 		$2.42M Sell
19,213
-8,787
-31% -$1.03M 0.02% 392
2023
Q4 		$3.19M Sell
28,000
-85,480
-75% -$8.97M 0.03% 346
2023
Q3 		$11.5M Buy
113,480
+389
+0.3% +$41.6K 0.08% 213
2023
Q2 		$12.1M Buy
113,091
+3,122
+3% +$314K 0.07% 217
2023
Q1 		$11.1M Buy
109,969
+8,727
+9% +$878K 0.06% 225
2022
Q4 		$9.94M Buy
101,242
+11,639
+13% +$1.11M 0.06% 249
2022
Q3 		$7.42M Buy
89,603
+17,009
+23% +$1.57M 0.04% 276
2022
Q2 		$6.34M Buy
72,594
+4,639
+7% +$437K 0.03% 311
2022
Q1 		$7M Sell
67,955
-800
-1% -$81.3K 0.03% 317
2021
Q4 		$7.28M Buy
68,755
+11,504
+20% +$1.19M 0.03% 318
2021
Q3 		$5.6M Buy
57,251
+2,263
+4% +$232K 0.03% 362
2021
Q2 		$5.63M Buy
54,988
+3,282
+6% +$336K 0.03% 363
2021
Q1 		$5.09M Buy
51,706
+12,662
+32% +$1.16M 0.03% 358
2020
Q4 		$3.46M Sell
39,044
-63,662
-62% -$5.36M 0.02% 411
2020
Q3 		$7.91M Buy
102,706
+23,691
+30% +$1.77M 0.05% 277
2020
Q2 		$5.43M Buy
79,015
+2,523
+3% +$164K 0.04% 339
2020
Q1 		$4.51M Sell
76,492
-384,138
-83% -$28.9M 0.04% 354
2019
Q4 		$37.5M Buy
460,630
+25,120
+6% +$2.01M 0.24% 96
2019
Q3 		$33.8M Sell
435,510
-28,073
-6% -$2.15M 0.24% 100
2019
Q2 		$35.9M Sell
463,583
-158,542
-25% -$12.1M 0.23% 99
2019
Q1 		$46.7M Buy
622,125
+493,670
+384% +$35.7M 0.33% 67
2018
Q4 		$8.27M Sell
128,455
-361,124
-74% -$25.6M 0.07% 285
2018
Q3 		$38.4M Buy
489,579
+367,396
+301% +$28M 0.27% 82
2018
Q2 		$8.75M Buy
122,183
+8,965
+8% +$665K 0.07% 325
2018
Q1 		$8.41M Buy
113,218
+14,956
+15% +$1.15M 0.06% 324
2017
Q4 		$7.45M Buy
98,262
+10,560
+12% +$768K 0.06% 343
2017
Q3 		$6.23M Buy
87,702
+21,423
+32% +$1.47M 0.05% 354
2017
Q2 		$4.51M Buy
66,279
+14,955
+29% +$998K 0.04% 400
2017
Q1 		$3.34M Buy
51,324
+8,239
+19% +$532K 0.03% 446
2016
Q4 		$2.68M Sell
43,085
-10,508
-20% -$633K 0.03% 502
2016
Q3 		$3.13M Sell
53,593
-6,680
-11% -$388K 0.03% 475
2016
Q2 		$3.38M Buy
60,273
+6,183
+11% +$345K 0.03% 443
2016
Q1 		$3M Buy
54,090
+3,155
+6% +$163K 0.03% 448
2015
Q4 		$2.7M Buy
50,935
+43,315
+568% +$2.32M 0.03% 485
2015
Q3 		$380K Sell
7,620
-2,062
-21% -$109K ﹤0.01% 983
2015
Q2 		$523K Sell
9,682
-5,040
-34% -$283K 0.01% 901
2015
Q1 		$819K Sell
14,722
-9,959
-40% -$561K 0.01% 770
2014
Q4 		$1.4M Buy
24,681
+18,716
+314% +$1.03M 0.02% 561
2014
Q3 		$317K Buy
+5,965
New +$320K 0.01% 919
2013
Q4 		– Sell
-6,130
Closed -$284K – 775
2013
Q3 		$284K Buy
+6,130
New +$277K 0.01% 569

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

United Capital Financial Advisors's XLI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.5% in Q1 2026, selling an estimated $279K and leaving 35,586 shares worth $5.76M. The position accounts for 0.04% of the portfolio, ranked #340.

United Capital Financial Advisors first reported a position in XLI in Q3 2013 and has held it in 48 quarters since. The position peaked at $46.7M in Q1 2019. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • United Capital Financial Advisors held 35,586 shares of State Street Industrial Select Sector SPDR ETF worth $5.76M as of Q1 2026.
  • United Capital Financial Advisors sold 1,660 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $279K.
  • State Street Industrial Select Sector SPDR ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #340 holding.
  • United Capital Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
  • United Capital Financial Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $46.7M in Q1 2019.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.