Avidian Wealth Enterprises’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Avidian Wealth Enterprises’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	$215K	Buy	+1,161	New	+$202K	0.01%	679
2022 Q2	–	Sell	-2,326	Closed	-$239K	–	509
2022 Q1	$239K	Sell	2,326 -938	-29%	-$95.3K	0.01%	426
2021 Q4	$345K	Sell	3,264 -55,272	-94%	-$5.74M	0.02%	375
2021 Q3	$5.73M	Sell	58,536 -44,296	-43%	-$4.55M	0.44%	41
2021 Q2	$10.5M	Buy	102,832 +8,461	+9%	+$867K	0.81%	28
2021 Q1	$9.29M	Buy	94,371 +32,015	+51%	+$2.93M	0.79%	29
2020 Q4	$5.52M	Buy	+62,356	New	+$5.25M	0.52%	41
2020 Q1	–	Sell	-2,849	Closed	-$232K	–	259
2019 Q4	$232K	Sell	2,849 -67	-2%	-$5.35K	0.03%	207
2019 Q3	$226K	Sell	2,916 -203,657	-99%	-$15.6M	0.04%	173
2019 Q2	$16M	Buy	206,573 +3,535	+2%	+$269K	3.78%	9
2019 Q1	$15.2M	Buy	203,038 +59,237	+41%	+$4.29M	3.39%	8
2018 Q4	$9.26M	Sell	143,801 -13,062	-8%	-$926K	3.23%	11
2018 Q3	$12.3M	Sell	156,863 -1,715	-1%	-$131K	3.85%	10
2018 Q2	$11.4M	Buy	158,578 +2,017	+1%	+$150K	3.58%	11
2018 Q1	$11.6M	Buy	156,561 +2,272	+1%	+$175K	3.9%	10
2017 Q4	$11.7K	Buy	154,289 +11,667	+8%	+$849K	3.12%	10
2017 Q3	$10.1M	Buy	142,622 +20,034	+16%	+$1.38M	3.86%	10
2017 Q2	$8.35M	Buy	122,588 +5,129	+4%	+$342K	3.47%	9
2017 Q1	$7.64M	Buy	117,459 +108,333	+1,187%	+$7M	2.93%	11
2016 Q4	$568K	Buy	9,126 +1,460	+19%	+$88K	0.25%	31
2016 Q3	$448K	Sell	7,666 -197,470	-96%	-$11.5M	0.18%	39
2016 Q2	$11.5K	Sell	205,136 -8,831	-4%	-$492K	4.18%	9
2016 Q1	$11.9M	Buy	213,967 +75,984	+55%	+$3.93M	6.37%	7
2015 Q4	$7.31M	Buy	+137,983	New	+$7.4M	3.57%	8
2015 Q3	–	Sell	-297,992	Closed	-$16.1M	–	44
2015 Q2	$16.1M	Buy	297,992 +12,417	+4%	+$697K	6.72%	6
2015 Q1	$15.9M	Sell	285,575 -5,356	-2%	-$301K	6.74%	7
2014 Q4	$16.5M	Buy	290,931 +27,610	+10%	+$1.52M	6.78%	6
2014 Q3	$14M	Buy	263,321 +29,647	+13%	+$1.59M	5.48%	7
2014 Q2	$12.6M	Buy	233,674 +5,732	+3%	+$306K	4.65%	8
2014 Q1	$11.9M	Buy	227,942 +114,091	+100%	+$5.86M	6.76%	6
2013 Q4	$5.54M	Buy	+113,851	New	+$5.6M	5.1%	8

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

Avidian Wealth Enterprises's XLI Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,161 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in XLI as recently as Q1 2022.

Avidian Wealth Enterprises first reported a position in XLI in Q4 2013 and has held it in 31 quarters since. The position peaked at $16.5M in Q4 2014. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Avidian Wealth Enterprises held 1,161 shares of State Street Industrial Select Sector SPDR ETF worth $215K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Avidian Wealth Enterprises position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #679 holding.
Avidian Wealth Enterprises first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 31 quarters since.
Avidian Wealth Enterprises's State Street Industrial Select Sector SPDR ETF position peaked at $16.5M in Q4 2014.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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