Biltmore 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
Q3 | $36.9M | Buy |
221,126
+7,226
| +3% | +$1.29M | 11.44% | 2 |
|
|
2026
Q2 | $39.6M | Buy |
213,900
+774
| +0.4% | +$135K | 12.37% | 2 |
|
|
2026
Q1 | $34.5M | Sell |
213,126
-10,890
| -5% | -$1.83M | 12.26% | 1 |
|
|
2025
Q4 | $34.7M | Sell |
224,016
-3,678
| -2% | -$566K | 13.12% | 1 |
|
|
2025
Q3 | $35.1M | Buy |
227,694
+3,231
| +1% | +$489K | 13.4% | 1 |
|
|
2025
Q2 | $33.1M | Sell |
224,463
-4,631
| -2% | -$632K | 13.4% | 1 |
|
|
2025
Q1 | $30M | Sell |
229,094
-1,833
| -0.8% | -$248K | 12.67% | 1 |
|
|
2024
Q4 | $30.4M | Sell |
230,927
-385
| -0.2% | -$53.1K | 12.67% | 1 |
|
|
2024
Q3 | $31.3M | Sell |
231,312
-3,001
| -1% | -$381K | 12.87% | 1 |
|
|
2024
Q2 | $28.6M | Sell |
234,313
-514
| -0.2% | -$63.3K | 12.37% | 1 |
|
|
2024
Q1 | $26.8M | Hold |
234,827
| – | – | 12.73% | 1 |
|
|
2023
Q4 | $26.8M | Buy |
234,827
+10,003
| +4% | +$1.05M | 12.73% | 1 |
|
|
2023
Q3 | $22.8M | Sell |
224,824
-6,343
| -3% | -$679K | 11.01% | 1 |
|
|
2023
Q2 | $24.8M | Buy |
231,167
+1,657
| +0.7% | +$167K | 10.52% | 2 |
|
|
2023
Q1 | $23.2M | Sell |
229,510
-3,892
| -2% | -$391K | 9.36% | 3 |
|
|
2022
Q4 | $22.9M | Sell |
233,402
-2,316
| -1% | -$221K | 9.89% | 2 |
|
|
2022
Q3 | $19.5M | Buy |
235,718
+1,794
| +0.8% | +$165K | 8.97% | 2 |
|
|
2022
Q2 | $20.4M | Buy |
233,924
+1,188
| +0.5% | +$112K | 8.99% | 2 |
|
|
2022
Q1 | $24M | Buy |
232,736
+315
| +0.1% | +$32K | 9.31% | 3 |
|
|
2021
Q4 | $24.6M | Buy |
232,421
+39
| +0% | +$4.05K | 9.25% | 3 |
|
|
2021
Q3 | $22.7M | Buy |
232,382
+8,976
| +4% | +$922K | 9.1% | 3 |
|
|
2021
Q2 | $22.9M | Buy |
223,406
+7,830
| +4% | +$802K | 9.32% | 3 |
|
|
2021
Q1 | $21.2M | Buy |
215,576
+29,137
| +16% | +$2.67M | 9.23% | 2 |
|
|
2020
Q4 | $16.5M | Buy |
186,439
+886
| +0.5% | +$74.7K | 8.53% | 4 |
|
|
2020
Q3 | $12.7M | Buy |
185,553
+77
| +0% | +$5.76K | 7.39% | 5 |
|
|
2020
Q2 | $10.9M | Sell |
185,476
-30,032
| -14% | -$1.95M | 7.05% | 4 |
|
|
2020
Q1 | $17.6M | Hold |
215,508
| – | – | 8.4% | 3 |
|
|
2019
Q4 | $17.6M | Sell |
215,508
-2,662
| -1% | -$212K | 8.4% | 3 |
|
|
2019
Q3 | $16.9M | Buy |
218,170
+14,118
| +7% | +$1.08M | 8.27% | 3 |
|
|
2019
Q2 | $15.8M | Buy |
204,052
+7,341
| +4% | +$558K | 7.91% | 3 |
|
|
2019
Q1 | $14.8M | Buy |
196,711
+136,270
| +225% | +$9.9M | 7.87% | 3 |
|
|
2018
Q4 | $3.89M | Buy |
60,441
+618
| +1% | +$43.8K | 4.3% | 7 |
|
|
2018
Q3 | $4.69M | Sell |
59,823
-23,240
| -28% | -$1.77M | 3.88% | 9 |
|
|
2018
Q2 | $5.95M | Buy |
83,063
+536
| +0.6% | +$39.8K | 5.39% | 8 |
|
|
2018
Q1 | $6.13M | Sell |
82,527
-24,415
| -23% | -$1.88M | 5.81% | 7 |
|
|
2017
Q4 | $8.09M | Sell |
106,942
-75,981
| -42% | -$5.53M | 7.29% | 6 |
|
|
2017
Q3 | $13M | Buy |
182,923
+9,707
| +6% | +$668K | 13.66% | 2 |
|
|
2017
Q2 | $11.8M | Sell |
173,216
-106,041
| -38% | -$7.08M | 13.3% | 2 |
|
|
2017
Q1 | $18.2M | Buy |
279,257
+78,763
| +39% | +$5.09M | 16.73% | 2 |
|
|
2016
Q4 | $12.5M | Sell |
200,494
-187
| -0.1% | -$11.3K | 11.57% | 2 |
|
|
2016
Q3 | $11.7M | Sell |
200,681
-72,509
| -27% | -$4.21M | 10.41% | 2 |
|
|
2016
Q2 | $15.3M | Buy |
273,190
+64,853
| +31% | +$3.62M | 12.88% | 2 |
|
|
2016
Q1 | $11.6M | Sell |
208,337
-32,577
| -14% | -$1.68M | 9.72% | 2 |
|
|
2015
Q4 | $12.8M | Buy |
240,914
+1,038
| +0.4% | +$55.7K | 11.39% | 2 |
|
|
2015
Q3 | $12M | Sell |
239,876
-17,372
| -7% | -$915K | 10.72% | 2 |
|
|
2015
Q2 | $13.9M | Sell |
257,248
-16,908
| -6% | -$949K | 11.58% | 2 |
|
|
2015
Q1 | $15.3M | Buy |
274,156
+11,107
| +4% | +$625K | 12.91% | 2 |
|
|
2014
Q4 | $14.9M | Buy |
+263,049
| New | +$14.5M | 12.95% | 2 |
|
Other funds holding XLI
Biltmore Wealth Management's XLI Position: Q3 2026 in Review
Biltmore Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.4% in Q3 2026, buying an estimated $1.29M and bringing the position to 221,126 shares worth $36.9M. The position accounts for 11.44% of the portfolio, ranked #2.
Biltmore Wealth Management first reported a position in XLI in Q4 2014 and has held it in 48 quarters since. The position peaked at $39.6M in Q2 2026. 1,087 funds tracked by Wall St. Rank hold XLI as of Q3 2026.
- Biltmore Wealth Management held 221,126 shares of State Street Industrial Select Sector SPDR ETF worth $36.9M as of Q3 2026.
- Biltmore Wealth Management bought 7,226 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $1.29M.
- State Street Industrial Select Sector SPDR ETF made up 11.44% of Biltmore Wealth Management's portfolio in Q3 2026, its #2 holding.
- Biltmore Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and has held it in 48 quarters since.
- Biltmore Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $39.6M in Q2 2026.
- 1,087 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.
Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.