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Rothwell Investment Advisors, LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Rothwell Investment Advisors, 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 		$26.8K Buy
+161
New +$28.7K 0.01% 562

Other funds holding XLI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rothwell Investment Advisors, LLC's XLI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 161 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 161 shares of State Street Industrial Select Sector SPDR ETF worth $26.8K as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #562 holding.
  • 968 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.