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

Barnes Dennig 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	$153K	Buy	824 +13	+2%	+$2.26K	0.12%	102
2026 Q1	$131K	Sell	811 -4	-0.5%	-$671	0.13%	100
2025 Q4	$126K	Buy	815 +104	+15%	+$16K	0.13%	99
2025 Q3	$110K	Buy	711 +55	+8%	+$8.33K	0.12%	102
2025 Q2	$96.8K	Buy	+656	New	+$89.5K	0.12%	98

Other funds holding XLI

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Barnes Dennig Private Wealth Management's XLI Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.6% in Q2 2026, buying an estimated $2.26K and bringing the position to 824 shares worth $153K. The position accounts for 0.12% of the portfolio, ranked #102.

Barnes Dennig Private Wealth Management first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Barnes Dennig Private Wealth Management held 824 shares of State Street Industrial Select Sector SPDR ETF worth $153K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 13 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.26K.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #102 holding.
Barnes Dennig Private Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.