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

Arista 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	$514K	Hold	2,777	–	–	0.06%	166
2026 Q1	$449K	Hold	2,777	–	–	0.05%	174
2025 Q4	$431K	Hold	2,777	–	–	0.05%	154
2025 Q3	$428K	Hold	2,777	–	–	0.05%	162
2025 Q2	$410K	Hold	2,777	–	–	0.06%	162
2025 Q1	$364K	Sell	2,777 -151	-5%	-$20.4K	0.09%	47
2024 Q4	$386K	Buy	2,928 +151	+5%	+$20.8K	0.09%	47
2024 Q3	$376K	Hold	2,777	–	–	0.09%	46
2024 Q2	$338K	Buy	+2,777	New	+$342K	0.09%	47
2024 Q1	–	Sell	-2,777	Closed	-$317K	–	57
2023 Q4	$317K	Hold	2,777	–	–	0.12%	40
2023 Q3	$282K	Hold	2,777	–	–	0.11%	46
2023 Q2	$298K	Sell	2,777 -237	-8%	-$23.9K	0.12%	48
2023 Q1	$305K	Sell	3,014 -63	-2%	-$6.34K	0.17%	45
2022 Q4	$302K	Buy	+3,077	New	+$293K	0.19%	48

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Arista Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,777 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #166.

Arista Wealth Management first reported a position in XLI in Q4 2022 and has held it in 14 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Arista Wealth Management held 2,777 shares of State Street Industrial Select Sector SPDR ETF worth $514K as of Q2 2026.
Arista Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Arista Wealth Management's portfolio in Q2 2026, its #166 holding.
Arista Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.