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

West Financial 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	$4.43M	Buy	23,895 +649	+3%	+$113K	0.67%	21
2026 Q1	$3.76M	Sell	23,246 -1,936	-8%	-$325K	0.64%	23
2025 Q4	$3.91M	Buy	25,182 +797	+3%	+$123K	0.66%	21
2025 Q3	$3.76M	Buy	24,385 +1,193	+5%	+$181K	0.62%	23
2025 Q2	$3.42M	Buy	+23,192	New	+$3.16M	0.6%	22
2024 Q4	–	Sell	-19,255	Closed	-$2.61M	–	225
2024 Q3	$2.61M	Buy	19,255 +269	+1%	+$34.2K	0.5%	22
2024 Q2	$2.31M	Buy	18,986 +339	+2%	+$41.8K	0.48%	26
2024 Q1	$2.35M	Buy	+18,647	New	+$2.19M	0.5%	22
2023 Q3	–	Sell	-16,986	Closed	-$1.82M	–	212
2023 Q2	$1.82M	Buy	16,986 +424	+3%	+$42.7K	0.45%	22
2023 Q1	$1.68M	Sell	16,562 -238	-1%	-$23.9K	0.44%	24
2022 Q4	$1.65M	Buy	+16,800	New	+$1.6M	0.46%	24
2022 Q1	–	Sell	-3,268	Closed	-$346K	–	199
2021 Q4	$346K	Hold	3,268	–	–	0.09%	47
2021 Q3	$320K	Hold	3,268	–	–	0.09%	45
2021 Q2	$335K	Sell	3,268 -6,183	-65%	-$633K	0.1%	41
2021 Q1	$930K	Buy	9,451 +3,848	+69%	+$352K	0.31%	21
2020 Q4	$496K	Buy	+5,603	New	+$472K	0.18%	30

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

West Financial Advisors's XLI Position: Q2 2026 in Review

West Financial Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.8% in Q2 2026, buying an estimated $113K and bringing the position to 23,895 shares worth $4.43M. The position accounts for 0.67% of the portfolio, ranked #21.

West Financial Advisors first reported a position in XLI in Q4 2020 and has held it in 16 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

West Financial Advisors held 23,895 shares of State Street Industrial Select Sector SPDR ETF worth $4.43M as of Q2 2026.
West Financial Advisors bought 649 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
State Street Industrial Select Sector SPDR ETF made up 0.67% of West Financial Advisors's portfolio in Q2 2026, its #21 holding.
West Financial Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.