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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
6,310
+842
+15% +$146K 0.12% 145
2026
Q1
$937K Buy
5,468
+247
+5% +$41.5K 0.1% 160
2025
Q4
$875K Buy
+5,221
New +$803K 0.12% 140

Other funds holding XLI

Asset One Wealth Management's XLI Position: Q2 2026 in Review

Asset One Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 15% in Q2 2026, buying an estimated $146K and bringing the position to 6,310 shares worth $1.14M. The position accounts for 0.12% of the portfolio, ranked #145.

Asset One Wealth Management first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Asset One Wealth Management held 6,310 shares of State Street Industrial Select Sector SPDR ETF worth $1.14M as of Q2 2026.
  • Asset One Wealth Management bought 842 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $146K.
  • State Street Industrial Select Sector SPDR ETF made up 0.12% of Asset One Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Asset One Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.