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

Vanguard 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 Q2	$426K	Buy	+2,301	New	+$400K	0.29%	70
2019 Q4	–	Sell	-2,741	Closed	-$212K	–	141
2019 Q3	$212K	Buy	+2,741	New	+$210K	0.25%	109
2018 Q1	–	Sell	-6,351	Closed	-$481K	–	140
2017 Q4	$481K	Buy	+6,351	New	+$462K	0.6%	51

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

Vanguard Capital Wealth Advisors's XLI Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 2,301 shares worth $426K. The stake represents 0.29% of the portfolio and ranks #70 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in XLI as recently as Q3 2019.

Vanguard Capital Wealth Advisors first reported a position in XLI in Q4 2017 and has held it in 3 quarters since. The position peaked at $481K in Q4 2017. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Vanguard Capital Wealth Advisors held 2,301 shares of State Street Industrial Select Sector SPDR ETF worth $426K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.29% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Vanguard Capital Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2017 and has held it in 3 quarters since.
Vanguard Capital Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $481K in Q4 2017.
1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.