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

Aprio 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 Q3	$257K	Sell	1,540 -30	-2%	-$5.34K	0.01%	562
2026 Q2	$291K	Sell	1,570 -10	-0.6%	-$1.74K	0.01%	520
2026 Q1	$256K	Sell	1,580 -81	-5%	-$13.6K	0.01%	529
2025 Q4	$258K	Buy	+1,661	New	+$256K	0.01%	474
2020 Q4	$2.17M	Buy	+24,551	New	+$2.07M	1.44%	17

Other funds holding XLI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Aprio Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q3 2026, selling an estimated $5.34K and leaving 1,540 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #562.

Aprio Wealth Management first reported a position in XLI in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.17M in Q4 2020. 1,429 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Aprio Wealth Management held 1,540 shares of State Street Industrial Select Sector SPDR ETF worth $257K as of Q3 2026.
Aprio Wealth Management sold 30 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $5.34K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #562 holding.
Aprio Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 5 quarters since.
Aprio Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.17M in Q4 2020.
1,429 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.