Caliber Wealth Management (Kansas)’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Caliber Wealth Management (Kansas)’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	$674K	Buy	3,640 +30	+0.8%	+$5.21K	0.07%	163
2026 Q1	$584K	Buy	3,610 +1	+0%	+$168	0.06%	164
2025 Q4	$560K	Buy	3,609 +319	+10%	+$49.1K	0.06%	169
2025 Q3	$507K	Buy	3,290 +12	+0.4%	+$1.82K	0.06%	169
2025 Q2	$484K	Sell	3,278 -19	-0.6%	-$2.59K	0.05%	183
2025 Q1	$432K	Buy	+3,297	New	+$446K	0.06%	169

Other funds holding XLI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s XLI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.83% in Q2 2026, buying an estimated $5.21K and bringing the position to 3,640 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #163.

Caliber Wealth Management (Kansas) first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. 935 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Caliber Wealth Management (Kansas) held 3,640 shares of State Street Industrial Select Sector SPDR ETF worth $674K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 30 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $5.21K.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #163 holding.
Caliber Wealth Management (Kansas) first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
935 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.