Atlantic Edge Private Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Atlantic Edge Private 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	$9.26K	Hold	50	–	–	﹤0.01%	429
2026 Q1	$8.09K	Hold	50	–	–	﹤0.01%	414
2025 Q4	$7.76K	Hold	50	–	–	﹤0.01%	406
2025 Q3	$7.71K	Hold	50	–	–	﹤0.01%	393
2025 Q2	$7.38K	Hold	50	–	–	﹤0.01%	390
2025 Q1	$6.55K	Hold	50	–	–	﹤0.01%	383
2024 Q4	$6.59K	Hold	50	–	–	﹤0.01%	368
2024 Q3	$6.77K	Hold	50	–	–	﹤0.01%	367
2024 Q2	$6.09K	Hold	50	–	–	﹤0.01%	356
2024 Q1	$6.3K	Hold	50	–	–	﹤0.01%	362
2023 Q4	$5.7K	Buy	+50	New	+$5.25K	﹤0.01%	350

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XLI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 50 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Atlantic Edge Private Wealth Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Atlantic Edge Private Wealth Management held 50 shares of State Street Industrial Select Sector SPDR ETF worth $9.26K as of Q2 2026.
Atlantic Edge Private 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 ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #429 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.