Acumen Wealth Advisors’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
Q2
$23.2K Buy
125
+48
+62% +$8.34K ﹤0.01% 224
2026
Q1
$12.5K Sell
77
-59
-43% -$9.9K ﹤0.01% 275
2025
Q4
$21.1K Buy
+136
New +$20.9K 0.01% 215

Other funds holding XLI

Acumen Wealth Advisors's XLI Position: Q2 2026 in Review

Acumen Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 62% in Q2 2026, buying an estimated $8.34K and bringing the position to 125 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Acumen Wealth Advisors first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Acumen Wealth Advisors held 125 shares of State Street Industrial Select Sector SPDR ETF worth $23.2K as of Q2 2026.
  • Acumen Wealth Advisors bought 48 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.34K.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Acumen Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.