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Bogart Wealth LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bogart Wealth LLC’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
2023
Q1 		– Sell
-5,000
Closed -$491 – 1218
2022
Q4 		$491 Buy
+5,000
New +$476K ﹤0.01% 917

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

Bogart Wealth LLC's XLI Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 88 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Bogart Wealth LLC first reported a position in XLI in Q3 2022 and has held it in 9 quarters since. The position peaked at $24.6K in Q1 2025. 816 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Bogart Wealth LLC held 88 shares of State Street Industrial Select Sector SPDR ETF worth $16.3K as of Q2 2026.
  • Bogart Wealth LLC left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #848 holding.
  • Bogart Wealth LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2022 and has held it in 9 quarters since.
  • Bogart Wealth LLC's State Street Industrial Select Sector SPDR ETF position peaked at $24.6K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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