Brown Miller Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Brown Miller 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	$784K	Buy	4,231 +250	+6%	+$43.4K	0.2%	89
2026 Q1	$644K	Hold	3,981	–	–	0.18%	95
2025 Q4	$618K	Hold	3,981	–	–	0.17%	94
2025 Q3	$614K	Hold	3,981	–	–	0.17%	92
2025 Q2	$587K	Hold	3,981	–	–	0.18%	94
2025 Q1	$522K	Buy	+3,981	New	+$538K	0.18%	99
2024 Q4	–	Sell	-2,422	Closed	-$328K	–	134
2024 Q3	$328K	Sell	2,422 -1,617	-40%	-$206K	0.13%	94
2024 Q2	$492K	Sell	4,039 -404	-9%	-$49.8K	0.2%	81
2024 Q1	$560K	Sell	4,443 -4,470	-50%	-$526K	0.25%	74
2023 Q4	$1.02M	Buy	8,913 +126	+1%	+$13.2K	0.51%	48
2023 Q3	$891K	Buy	8,787 +533	+6%	+$57.1K	0.5%	53
2023 Q2	$886K	Buy	8,254 +178	+2%	+$17.9K	0.48%	51
2023 Q1	$817K	Buy	+8,076	New	+$812K	0.48%	54
2021 Q4	–	Sell	-5,601	Closed	-$548K	–	124
2021 Q3	$548K	Hold	5,601	–	–	0.34%	60
2021 Q2	$573K	Buy	+5,601	New	+$574K	0.37%	61

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

Brown Miller Wealth Management's XLI Position: Q2 2026 in Review

Brown Miller Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.3% in Q2 2026, buying an estimated $43.4K and bringing the position to 4,231 shares worth $784K. The position accounts for 0.2% of the portfolio, ranked #89.

Brown Miller Wealth Management first reported a position in XLI in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2023. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Brown Miller Wealth Management held 4,231 shares of State Street Industrial Select Sector SPDR ETF worth $784K as of Q2 2026.
Brown Miller Wealth Management bought 250 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $43.4K.
State Street Industrial Select Sector SPDR ETF made up 0.2% of Brown Miller Wealth Management's portfolio in Q2 2026, its #89 holding.
Brown Miller Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
Brown Miller Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.02M in Q4 2023.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.