Aspen Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Aspen Investment 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	$1.57M	Sell	8,463 -165	-2%	-$28.7K	0.42%	72
2026 Q1	$1.4M	Sell	8,628 -135	-2%	-$22.7K	0.43%	75
2025 Q4	$1.36M	Buy	8,763 +1,560	+22%	+$240K	0.41%	73
2025 Q3	$1.11M	Buy	7,203 +5,207	+261%	+$789K	0.43%	69
2025 Q2	$294K	Sell	1,996 -16,546	-89%	-$2.26M	0.12%	129
2025 Q1	$2.43M	Sell	18,542 -440	-2%	-$59.5K	1.12%	21
2024 Q4	$2.5M	Buy	18,982 +6,120	+48%	+$844K	1.16%	20
2024 Q3	$1.74M	Hold	12,862	–	–	0.81%	35
2024 Q2	$1.57M	Buy	12,862 +6,100	+90%	+$752K	0.78%	40
2024 Q1	$852K	Buy	6,762 +1,771	+35%	+$208K	0.43%	70
2023 Q4	$569K	Buy	4,991 +202	+4%	+$21.2K	0.32%	86
2023 Q3	$485K	Hold	4,789	–	–	0.29%	90
2023 Q2	$514K	Sell	4,789 -2,680	-36%	-$270K	0.31%	87
2023 Q1	$756K	Buy	7,469 +1,095	+17%	+$110K	0.48%	65
2022 Q4	$626K	Buy	6,374 +2,571	+68%	+$245K	0.41%	72
2022 Q3	$315K	Buy	+3,803	New	+$350K	0.21%	108
2022 Q2	–	Sell	-2,060	Closed	-$212K	–	152
2022 Q1	$212K	Hold	2,060	–	–	0.11%	140
2021 Q4	$218K	Hold	2,060	–	–	0.11%	137
2021 Q3	$202K	Sell	2,060 -7,852	-79%	-$807K	0.11%	137
2021 Q2	$1.01M	Sell	9,912 -8,223	-45%	-$843K	0.53%	69
2021 Q1	$1.78M	Sell	18,135 -641	-3%	-$58.7K	1%	30
2020 Q4	$1.66M	Buy	18,776 +7,281	+63%	+$613K	0.98%	30
2020 Q3	$885K	Buy	11,495 +219	+2%	+$16.4K	0.59%	58
2020 Q2	$775K	Buy	+11,276	New	+$731K	0.56%	60

Other funds holding XLI

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

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

Aspen Investment Management's XLI Position: Q2 2026 in Review

Aspen Investment Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q2 2026, selling an estimated $28.7K and leaving 8,463 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #72.

Aspen Investment Management first reported a position in XLI in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.5M in Q4 2024. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Aspen Investment Management held 8,463 shares of State Street Industrial Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Aspen Investment Management sold 165 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $28.7K.
State Street Industrial Select Sector SPDR ETF made up 0.42% of Aspen Investment Management's portfolio in Q2 2026, its #72 holding.
Aspen Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Aspen Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.5M in Q4 2024.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.