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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
Q2 		$2.38M Buy
12,827
+1,691
+15% +$294K 0.09% 192
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Visionary Wealth Advisors's XLI Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, buying an estimated $294K and bringing the position to 12,827 shares worth $2.38M. The position accounts for 0.09% of the portfolio, ranked #192.

Visionary Wealth Advisors first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.41M in Q1 2022. 1,658 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Visionary Wealth Advisors held 12,827 shares of State Street Industrial Select Sector SPDR ETF worth $2.38M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,691 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $294K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Visionary Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $3.41M in Q1 2022.
  • 1,658 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.