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XLI icon

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

Visionary 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
Q1 		$1.8M Buy
11,136
+9,470
+568% +$1.59M 0.08% 205
2025
Q4 		$258K Sell
1,666
-66
-4% -$10.2K 0.01% 534
2025
Q3 		$267K Buy
1,732
+83
+5% +$12.6K 0.01% 512
2025
Q2 		$243K Sell
1,649
-341
-17% -$46.5K 0.01% 508
2025
Q1 		$261K Sell
1,990
-368
-16% -$49.7K 0.02% 477
2024
Q4 		$311K Sell
2,358
-173
-7% -$23.8K 0.02% 434
2024
Q3 		$343K Sell
2,531
-448
-15% -$56.9K 0.02% 404
2024
Q2 		$363K Sell
2,979
-117
-4% -$14.4K 0.02% 385
2024
Q1 		$390K Sell
3,096
-4,404
-59% -$518K 0.03% 365
2023
Q4 		$855K Sell
7,500
-2,172
-22% -$228K 0.06% 245
2023
Q3 		$981K Buy
9,672
+1,194
+14% +$128K 0.08% 213
2023
Q2 		$910K Buy
8,478
+907
+12% +$91.3K 0.07% 219
2023
Q1 		$766K Buy
7,571
+3,913
+107% +$394K 0.06% 226
2022
Q4 		$359K Sell
3,658
-1,402
-28% -$134K 0.03% 288
2022
Q3 		$419K Sell
5,060
-3,379
-40% -$311K 0.04% 251
2022
Q2 		$737K Sell
8,439
-24,655
-74% -$2.32M 0.07% 198
2022
Q1 		$3.41M Buy
33,094
+13,421
+68% +$1.36M 0.27% 95
2021
Q4 		$2.08M Buy
19,673
+16,279
+480% +$1.69M 0.17% 118
2021
Q3 		$332K Buy
3,394
+348
+11% +$35.7K 0.03% 237
2021
Q2 		$312K Buy
3,046
+28
+0.9% +$2.87K 0.03% 262
2021
Q1 		$297K Buy
3,018
+249
+9% +$22.8K 0.03% 255
2020
Q4 		$245K Buy
+2,769
New +$233K 0.03% 264

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

Visionary Wealth Advisors's XLI Position: Q1 2026 in Review

Visionary Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 568% in Q1 2026, buying an estimated $1.59M and bringing the position to 11,136 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #205.

Visionary Wealth Advisors first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.41M in Q1 2022. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Visionary Wealth Advisors held 11,136 shares of State Street Industrial Select Sector SPDR ETF worth $1.8M as of Q1 2026.
  • Visionary Wealth Advisors bought 9,470 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.59M.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of Visionary Wealth Advisors's portfolio in Q1 2026, its #205 holding.
  • Visionary Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $3.41M in Q1 2022.
  • 1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.