VisionPoint Advisory Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

VisionPoint Advisory Group’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	$349K	Buy	1,882 +44	+2%	+$7.65K	0.06%	323
2026 Q1	$297K	Sell	1,838 -8,771	-83%	-$1.47M	0.06%	338
2025 Q4	$1.65M	Sell	10,609 -1,753	-14%	-$270K	0.32%	85
2025 Q3	$1.91M	Buy	12,362 +10,094	+445%	+$1.53M	0.38%	71
2025 Q2	$335K	Buy	+2,268	New	+$309K	0.07%	251

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

VisionPoint Advisory Group's XLI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.4% in Q2 2026, buying an estimated $7.65K and bringing the position to 1,882 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #323.

VisionPoint Advisory Group first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

VisionPoint Advisory Group held 1,882 shares of State Street Industrial Select Sector SPDR ETF worth $349K as of Q2 2026.
VisionPoint Advisory Group bought 44 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.65K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #323 holding.
VisionPoint Advisory Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's State Street Industrial Select Sector SPDR ETF position peaked at $1.91M in Q3 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.