AWE
XLI icon

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
2022
Q1 		– Sell
-200
Closed -$14K – 586
2021
Q4 		$14K Buy
+200
New +$20.8K ﹤0.01% 532

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
GC
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
GG
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.