SWL
XLI icon

STACKSTONE WEALTH, LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$1.29M Buy
+7,716
New +$1.37M 0.13% 167

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 7,716 shares worth $1.29M. The stake represents 0.13% of the portfolio and ranks #167 among its holdings.

321 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 7,716 shares of State Street Industrial Select Sector SPDR ETF worth $1.29M as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.13% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #167 holding.
  • 321 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.