Valley National Advisers’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Valley National Advisers’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	$171K	Hold	922	–	–	0.02%	277
2026 Q1	$149K	Hold	922	–	–	0.02%	271
2025 Q4	$143K	Hold	922	–	–	0.02%	280
2025 Q3	$142K	Hold	922	–	–	0.02%	269
2025 Q2	$136K	Sell	922 -77	-8%	-$10.5K	0.02%	273
2025 Q1	$130K	Buy	999 +76	+8%	+$10.3K	0.02%	265
2024 Q4	$121K	Buy	923 +1	+0.1%	+$138	0.02%	263
2024 Q3	$124K	Hold	922	–	–	0.02%	261
2024 Q2	$112K	Hold	922	–	–	0.02%	298
2024 Q1	$116K	Sell	922 -10	-1%	-$1.18K	0.02%	300
2023 Q4	$106K	Hold	932	–	–	0.02%	306
2023 Q3	$94K	Sell	932 -17	-2%	-$1.82K	0.02%	307
2023 Q2	$102K	Hold	949	–	–	0.02%	300
2023 Q1	$96K	Hold	949	–	–	0.02%	305
2022 Q4	$96K	Hold	949	–	–	0.02%	307
2022 Q3	$84K	Hold	949	–	–	0.02%	314
2022 Q2	$84K	Hold	949	–	–	0.02%	297
2022 Q1	$98K	Hold	949	–	–	0.02%	288
2021 Q4	$100K	Hold	949	–	–	0.02%	288
2021 Q3	$93K	Buy	949 +10	+1%	+$1.03K	0.02%	286
2021 Q2	$96K	Buy	939 +28	+3%	+$2.87K	0.02%	286
2021 Q1	$90K	Hold	911	–	–	0.02%	284
2020 Q4	$81K	Hold	911	–	–	0.02%	274
2020 Q3	$70K	Hold	911	–	–	0.02%	260
2020 Q2	$63K	Buy	911 +894	+5,259%	+$58K	0.01%	275
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	736
2019 Q4	$1K	Buy	+17	New	+$1.36K	﹤0.01%	733
2018 Q3	–	Sell	-17	Closed	-$1K	–	755
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	643
2018 Q1	$1K	Buy	+17	New	+$1.31K	﹤0.01%	617
2016 Q1	–	Sell	-32	Closed	-$2K	–	669
2015 Q4	$2K	Hold	32	–	–	﹤0.01%	547
2015 Q3	$2K	Hold	32	–	–	﹤0.01%	544
2015 Q2	$2K	Hold	32	–	–	﹤0.01%	548
2015 Q1	$2K	Buy	+32	New	+$1.8K	﹤0.01%	510

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

Valley National Advisers's XLI Position: Q2 2026 in Review

Valley National Advisers held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 922 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #277.

Valley National Advisers first reported a position in XLI in Q1 2015 and has held it in 33 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Valley National Advisers held 922 shares of State Street Industrial Select Sector SPDR ETF worth $171K as of Q2 2026.
Valley National Advisers left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #277 holding.
Valley National Advisers first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2015 and has held it in 33 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.