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

WP 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	$298K	Sell	1,608 -1,194	-43%	-$207K	0.07%	94
2026 Q1	$453K	Buy	2,802 +5	+0.2%	+$839	0.12%	81
2025 Q4	$434K	Buy	2,797 +9	+0.3%	+$1.39K	0.11%	81
2025 Q3	$430K	Buy	2,788 +11	+0.4%	+$1.67K	0.11%	86
2025 Q2	$410K	Buy	2,777 +9	+0.3%	+$1.23K	0.11%	82
2025 Q1	$363K	Buy	2,768 +8	+0.3%	+$1.08K	0.12%	82
2024 Q4	$364K	Buy	2,760 +14	+0.5%	+$1.93K	0.12%	78
2024 Q3	$372K	Sell	2,746 -355	-11%	-$45.1K	0.14%	78
2024 Q2	$378K	Sell	3,101 -170	-5%	-$21K	0.12%	86
2024 Q1	$412K	Buy	3,271 +10	+0.3%	+$1.18K	0.14%	83
2023 Q4	$372K	Buy	3,261 +18	+0.6%	+$1.89K	0.14%	80
2023 Q3	$329K	Buy	3,243 +13	+0.4%	+$1.39K	0.14%	79
2023 Q2	$347K	Buy	3,230 +13	+0.4%	+$1.31K	0.14%	78
2023 Q1	$325K	Buy	3,217 +13	+0.4%	+$1.31K	0.13%	80
2022 Q4	$315K	Buy	3,204 +16	+0.5%	+$1.52K	0.14%	84
2022 Q3	$264K	Buy	3,188 +15	+0.5%	+$1.38K	0.12%	93
2022 Q2	$277K	Buy	3,173 +14	+0.4%	+$1.32K	0.12%	88
2022 Q1	$325K	Buy	3,159 +10	+0.3%	+$1.02K	0.13%	88
2021 Q4	$333K	Buy	3,149 +12	+0.4%	+$1.25K	0.14%	87
2021 Q3	$307K	Buy	3,137 +10	+0.3%	+$1.03K	0.13%	86
2021 Q2	$320K	Buy	3,127 +9	+0.3%	+$922	0.13%	82
2021 Q1	$307K	Buy	3,118 +10	+0.3%	+$916	0.13%	77
2020 Q4	$275K	Buy	3,108 +12	+0.4%	+$1.01K	0.13%	79
2020 Q3	$238K	Buy	3,096 +13	+0.4%	+$972	0.14%	72
2020 Q2	$212K	Buy	+3,083	New	+$200K	0.15%	69
2020 Q1	–	Sell	-4,059	Closed	-$331K	–	68
2019 Q4	$331K	Buy	4,059 +20	+0.5%	+$1.6K	0.34%	44
2019 Q3	$314K	Buy	4,039 +21	+0.5%	+$1.61K	0.36%	43
2019 Q2	$311K	Buy	4,018 +18	+0.5%	+$1.37K	0.35%	43
2019 Q1	$3K	Buy	4,000 +23	+0.6%	+$1.67K	0.33%	40
2018 Q4	$256K	Buy	3,977 +24	+0.6%	+$1.7K	0.25%	47
2018 Q3	$310K	Buy	3,953 +5	+0.1%	+$381	0.29%	42
2018 Q2	$283K	Buy	3,948 +17	+0.4%	+$1.26K	0.27%	46
2018 Q1	$292K	Buy	3,931 +16	+0.4%	+$1.23K	0.32%	41
2017 Q4	$296K	Buy	3,915 +20	+0.5%	+$1.46K	0.29%	45
2017 Q3	$277K	Sell	3,895 -168	-4%	-$11.6K	0.21%	52
2017 Q2	$277K	Buy	4,063 +351	+9%	+$23.4K	0.2%	54
2017 Q1	$241K	Buy	3,712 +17	+0.5%	+$1.1K	0.15%	59
2016 Q4	$230K	Buy	+3,695	New	+$223K	0.16%	55

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

WP Advisors's XLI Position: Q2 2026 in Review

WP Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q2 2026, selling an estimated $207K and leaving 1,608 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #94.

WP Advisors first reported a position in XLI in Q4 2016 and has held it in 38 quarters since. The position peaked at $453K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

WP Advisors held 1,608 shares of State Street Industrial Select Sector SPDR ETF worth $298K as of Q2 2026.
WP Advisors sold 1,194 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $207K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of WP Advisors's portfolio in Q2 2026, its #94 holding.
WP Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
WP Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $453K in Q1 2026.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.