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

Alteri Wealth’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	$659K	Buy	3,559 +135	+4%	+$23.5K	0.18%	135
2026 Q1	$554K	Sell	3,424 -15	-0.4%	-$2.52K	0.18%	145
2025 Q4	$533K	Sell	3,439 -134	-4%	-$20.6K	0.17%	146
2025 Q3	$551K	Buy	3,573 +52	+1%	+$7.88K	0.19%	133
2025 Q2	$519K	Sell	3,521 -227	-6%	-$31K	0.2%	131
2025 Q1	$491K	Sell	3,748 -387	-9%	-$52.3K	0.22%	122
2024 Q4	$545K	Buy	+4,135	New	+$570K	0.15%	107

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Alteri Wealth's XLI Position: Q2 2026 in Review

Alteri Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q2 2026, buying an estimated $23.5K and bringing the position to 3,559 shares worth $659K. The position accounts for 0.18% of the portfolio, ranked #135.

Alteri Wealth first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Alteri Wealth held 3,559 shares of State Street Industrial Select Sector SPDR ETF worth $659K as of Q2 2026.
Alteri Wealth bought 135 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $23.5K.
State Street Industrial Select Sector SPDR ETF made up 0.18% of Alteri Wealth's portfolio in Q2 2026, its #135 holding.
Alteri Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.