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

Waverly 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	$9.56M	Buy	59,094 +3,125	+6%	+$525K	0.07%	267
2025 Q4	$8.68M	Buy	55,969 +4,017	+8%	+$618K	0.07%	272
2025 Q3	$8.01M	Buy	51,952 +4,358	+9%	+$660K	0.08%	235
2025 Q2	$7.02M	Buy	47,594 +3,482	+8%	+$475K	0.08%	240
2025 Q1	$5.78M	Sell	44,112 -1,403	-3%	-$190K	0.07%	263
2024 Q4	$6M	Buy	45,515 +1,902	+4%	+$262K	0.09%	189
2024 Q3	$5.91M	Buy	43,613 +974	+2%	+$124K	0.11%	169
2024 Q2	$5.2M	Buy	42,639 +1,560	+4%	+$192K	0.1%	180
2024 Q1	$5.17M	Buy	41,079 +38,663	+1,600%	+$4.55M	0.12%	141
2023 Q4	$275K	Buy	2,416 +141	+6%	+$14.8K	0.01%	370
2023 Q3	$231K	Buy	2,275 +274	+14%	+$29.3K	0.01%	367
2023 Q2	$215K	Buy	+2,001	New	+$201K	0.01%	333
2013 Q4	–	Sell	-341	Closed	-$16K	–	851
2013 Q3	$16K	Buy	+341	New	+$15.4K	0.01%	389

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Waverly Advisors's XLI Position: Q1 2026 in Review

Waverly Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.6% in Q1 2026, buying an estimated $525K and bringing the position to 59,094 shares worth $9.56M. The position accounts for 0.07% of the portfolio, ranked #267.

Waverly Advisors first reported a position in XLI in Q3 2013 and has held it in 13 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Waverly Advisors held 59,094 shares of State Street Industrial Select Sector SPDR ETF worth $9.56M as of Q1 2026.
Waverly Advisors bought 3,125 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $525K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #267 holding.
Waverly Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 13 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.