Accurate Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Accurate Wealth Management’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	$277K	Buy	+1,520	New	+$264K	0.03%	475
2025 Q3	–	Sell	-35,452	Closed	-$5.34M	–	520
2025 Q2	$5.34M	Buy	+35,452	New	+$4.84M	0.82%	21
2025 Q1	–	Sell	-1,830	Closed	-$240K	–	421
2024 Q4	$240K	Buy	+1,830	New	+$252K	0.05%	331
2024 Q2	–	Sell	-48,056	Closed	-$5.79M	–	339
2024 Q1	$5.79M	Buy	+48,056	New	+$5.66M	1.69%	10
2023 Q1	–	Sell	-392	Closed	-$39.6K	–	1491
2022 Q4	$39.6K	Buy	+392	New	+$37.3K	0.01%	512

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Accurate Wealth Management's XLI Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,520 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #475 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in XLI as recently as Q2 2025.

Accurate Wealth Management first reported a position in XLI in Q4 2022 and has held it in 5 quarters since. The position peaked at $5.79M in Q1 2024. 459 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Accurate Wealth Management held 1,520 shares of State Street Industrial Select Sector SPDR ETF worth $277K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Accurate Wealth Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #475 holding.
Accurate Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
Accurate Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $5.79M in Q1 2024.
459 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.