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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
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

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Aprio Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.63% in Q2 2026, selling an estimated $1.74K and leaving 1,570 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #520.

Aprio Wealth Management first reported a position in XLI in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.17M in Q4 2020. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Aprio Wealth Management held 1,570 shares of State Street Industrial Select Sector SPDR ETF worth $291K as of Q2 2026.
  • Aprio Wealth Management sold 10 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.74K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Aprio Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
  • Aprio Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.17M in Q4 2020.
  • 813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.