AWM
XLI icon

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

Apollon 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 		$2.74M Buy
14,775
+9,071
+159% +$1.58M 0.03% 425
2026
Q1 		$922K Buy
5,704
+157
+3% +$26.4K 0.02% 633
2025
Q4 		$860K Buy
5,547
+346
+7% +$53.2K 0.01% 637
2025
Q3 		$802K Buy
5,201
+161
+3% +$24.4K 0.01% 655
2025
Q2 		$744K Sell
5,040
-391
-7% -$53.3K 0.01% 643
2025
Q1 		$712K Buy
5,431
+664
+14% +$89.7K 0.02% 610
2024
Q4 		$628K Buy
4,767
+1,801
+61% +$248K 0.01% 664
2024
Q3 		$402K Buy
2,966
+383
+15% +$48.7K 0.01% 809
2024
Q2 		$315K Sell
2,583
-3,605
-58% -$444K 0.01% 843
2024
Q1 		$779K Sell
6,188
-10,573
-63% -$1.24M 0.02% 541
2023
Q4 		$1.91M Sell
16,761
-805
-5% -$84.5K 0.07% 271
2023
Q3 		$1.78M Sell
17,566
-1,858
-10% -$199K 0.09% 219
2023
Q2 		$2.08M Buy
19,424
+16,901
+670% +$1.7M 0.1% 208
2023
Q1 		$255K Sell
2,523
-93
-4% -$9.35K 0.02% 729
2022
Q4 		$257K Sell
2,616
-6,415
-71% -$611K 0.02% 707
2022
Q3 		$748K Buy
+9,031
New +$831K 0.06% 340
2022
Q2 		– Sell
-2,363
Closed -$243K – 815
2022
Q1 		$243K Sell
2,363
-1,582
-40% -$161K 0.02% 651
2021
Q4 		$417K Buy
+3,945
New +$410K 0.03% 503
2020
Q3 		– Sell
-361
Closed -$25K – 698
2020
Q2 		$25K Buy
+361
New +$23.4K 0.01% 336

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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

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

Apollon Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 159% in Q2 2026, buying an estimated $1.58M and bringing the position to 14,775 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #425.

Apollon Wealth Management first reported a position in XLI in Q2 2020 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Apollon Wealth Management held 14,775 shares of State Street Industrial Select Sector SPDR ETF worth $2.74M as of Q2 2026.
  • Apollon Wealth Management bought 9,071 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.58M.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Apollon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.