Bar Harbor 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
$28.9M Sell
156,128
-486
-0.3% -$84.5K 1.55% 14
2026
Q1
$25.3M Sell
156,614
-407
-0.3% -$68.3K 1.48% 16
2025
Q4
$24.4M Buy
157,021
+1,140
+0.7% +$175K 1.41% 18
2025
Q3
$24M Buy
155,881
+85
+0.1% +$12.9K 1.44% 16
2025
Q2
$23M Buy
155,796
+321
+0.2% +$43.8K 1.47% 16
2025
Q1
$20.4M Sell
155,475
-330
-0.2% -$44.6K 1.35% 17
2024
Q4
$20.5M Sell
155,805
-315
-0.2% -$43.4K 1.34% 15
2024
Q3
$21.1M Buy
156,120
+426
+0.3% +$54.1K 1.35% 14
2024
Q2
$19M Sell
155,694
-549
-0.4% -$67.7K 1.26% 17
2024
Q1
$19.7M Buy
156,243
+883
+0.6% +$104K 1.31% 18
2023
Q4
$17.7M Buy
155,360
+158
+0.1% +$16.6K 1.32% 16
2023
Q3
$15.7M Sell
155,202
-47
-0% -$5.03K 1.25% 19
2023
Q2
$16.7M Sell
155,249
-1,680
-1% -$169K 1.28% 19
2023
Q1
$15.9M Sell
156,929
-342
-0.2% -$34.4K 1.26% 19
2022
Q4
$15.4M Sell
157,271
-397
-0.3% -$37.8K 1.23% 21
2022
Q3
$13.1M Sell
157,668
-1,791
-1% -$165K 1.13% 21
2022
Q2
$13.9M Sell
159,459
-108
-0.1% -$10.2K 1.11% 20
2022
Q1
$16.4M Sell
159,567
-2,669
-2% -$271K 1.47% 17
2021
Q4
$17.2M Buy
162,236
+157
+0.1% +$16.3K 1.46% 16
2021
Q3
$15.9M Sell
162,079
-550
-0.3% -$56.5K 1.48% 16
2021
Q2
$16.7M Sell
162,629
-1,239
-0.8% -$127K 1.55% 15
2021
Q1
$16.1M Buy
163,868
+972
+0.6% +$89K 1.57% 13
2020
Q4
$14.4M Buy
162,896
+828
+0.5% +$69.8K 1.45% 15
2020
Q3
$12.5M Sell
162,068
-238
-0.1% -$17.8K 1.38% 18
2020
Q2
$11.2M Sell
162,306
-4,292
-3% -$278K 1.29% 18
2020
Q1
$9.83M Sell
166,598
-451
-0.3% -$34K 1.33% 18
2019
Q4
$13.6M Sell
167,049
-3,002
-2% -$240K 1.49% 16
2019
Q3
$13.2M Sell
170,051
-4,357
-2% -$334K 1.53% 14
2019
Q2
$13.5M Sell
174,408
-1,325
-0.8% -$101K 1.57% 14
2019
Q1
$13.2M Sell
175,733
-1,476
-0.8% -$107K 1.58% 14
2018
Q4
$11.4M Sell
177,209
-871
-0.5% -$61.7K 1.52% 17
2018
Q3
$14M Sell
178,080
-992
-0.6% -$75.6K 1.58% 14
2018
Q2
$12.8M Buy
179,072
+338
+0.2% +$25.1K 1.55% 16
2018
Q1
$13.3M Sell
178,734
-1,228
-0.7% -$94.6K 1.63% 17
2017
Q4
$13.6M Sell
179,962
-2,997
-2% -$218K 1.59% 18
2017
Q3
$13M Sell
182,959
-4,068
-2% -$280K 1.57% 18
2017
Q2
$12.7M Sell
187,027
-2,375
-1% -$159K 1.53% 16
2017
Q1
$12.3M Sell
189,402
-22,754
-11% -$1.47M 1.44% 17
2016
Q4
$13.2M Sell
212,156
-1,899
-0.9% -$114K 1.46% 17
2016
Q3
$12.5M Buy
214,055
+642
+0.3% +$37.3K 1.41% 16
2016
Q2
$12M Sell
213,413
-1,141
-0.5% -$63.6K 1.39% 20
2016
Q1
$11.9M Sell
214,554
-2,539
-1% -$131K 1.45% 18
2015
Q4
$11.5M Sell
217,093
-451
-0.2% -$24.2K 1.45% 18
2015
Q3
$10.9M Sell
217,544
-2,311
-1% -$122K 1.44% 18
2015
Q2
$11.9M Sell
219,855
-1,479
-0.7% -$83K 1.44% 18
2015
Q1
$12.3M Buy
221,334
+533
+0.2% +$30K 1.5% 18
2014
Q4
$12.5M Sell
220,801
-44
-0% -$2.42K 1.56% 17
2014
Q3
$11.7M Buy
220,845
+897
+0.4% +$48.1K 1.51% 18
2014
Q2
$11.9M Sell
219,948
-411
-0.2% -$22K 1.49% 18
2014
Q1
$11.5M Buy
220,359
+1,101
+0.5% +$56.6K 1.48% 19
2013
Q4
$11.5M Sell
219,258
-3,926
-2% -$193K 1.49% 18
2013
Q3
$10.4M Buy
223,184
+5,105
+2% +$231K 1.45% 20
2013
Q2
$9.3M Buy
+218,079
New +$9.26M 1.35% 21

Other funds holding XLI

Bar Harbor Wealth Management's XLI Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.31% in Q2 2026, selling an estimated $84.5K and leaving 156,128 shares worth $28.9M. The position accounts for 1.55% of the portfolio, ranked #14.

Bar Harbor Wealth Management first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Bar Harbor Wealth Management held 156,128 shares of State Street Industrial Select Sector SPDR ETF worth $28.9M as of Q2 2026.
  • Bar Harbor Wealth Management sold 486 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $84.5K.
  • State Street Industrial Select Sector SPDR ETF made up 1.55% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Bar Harbor Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.