AWMT
XLI icon

AAFMAA Wealth Management & Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

AAFMAA Wealth Management & Trust’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 		$14M Buy
75,461
+4,419
+6% +$768K 4.88% 7
2026
Q1 		$11.5M Buy
71,042
+56,014
+373% +$9.4M 4.46% 7
2025
Q4 		$2.33M Sell
15,028
-873
-5% -$134K 0.91% 26
2025
Q3 		$2.45M Buy
15,901
+52
+0.3% +$7.88K 0.97% 23
2025
Q2 		$2.34M Sell
15,849
-2,881
-15% -$393K 0.97% 23
2025
Q1 		$2.45M Sell
18,730
-21,781
-54% -$2.94M 1.11% 20
2024
Q4 		$5.34M Buy
40,511
+806
+2% +$111K 2.34% 11
2024
Q3 		$5.38M Buy
39,705
+24,402
+159% +$3.1M 2.37% 11
2024
Q2 		$1.86M Buy
+15,303
New +$1.89M 0.92% 36

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLI Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.2% in Q2 2026, buying an estimated $768K and bringing the position to 75,461 shares worth $14M. The position accounts for 4.88% of the portfolio, ranked #7.

AAFMAA Wealth Management & Trust first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. 501 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 75,461 shares of State Street Industrial Select Sector SPDR ETF worth $14M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 4,419 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $768K.
  • State Street Industrial Select Sector SPDR ETF made up 4.88% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #7 holding.
  • AAFMAA Wealth Management & Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 501 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.