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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$255K Sell
1,510
-10
-0.7% -$1.78K 0.02% 509
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

Accurate Wealth Management's XLI Position: Q3 2026 in Review

Accurate Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.66% in Q3 2026, selling an estimated $1.78K and leaving 1,510 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #509.

Accurate Wealth Management first reported a position in XLI in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.79M in Q1 2024. 1,124 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Accurate Wealth Management held 1,510 shares of State Street Industrial Select Sector SPDR ETF worth $255K as of Q3 2026.
  • Accurate Wealth Management sold 10 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.78K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #509 holding.
  • Accurate Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
  • Accurate Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $5.79M in Q1 2024.
  • 1,124 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.