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 Q2	$15.8M	Buy	85,201 +26,107	+44%	+$4.54M	0.09%	210
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 $1.55T 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

Waverly Advisors's XLI Position: Q2 2026 in Review

Waverly Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 44% in Q2 2026, buying an estimated $4.54M and bringing the position to 85,201 shares worth $15.8M. The position accounts for 0.09% of the portfolio, ranked #210.

Waverly Advisors first reported a position in XLI in Q3 2013 and has held it in 14 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Waverly Advisors held 85,201 shares of State Street Industrial Select Sector SPDR ETF worth $15.8M as of Q2 2026.
Waverly Advisors bought 26,107 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.54M.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #210 holding.
Waverly Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 14 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.