CWM
XLI icon

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

CMH 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 		$5.74M Sell
31,001
-437
-1% -$75.9K 0.88% 41
2026
Q1 		$5.08M Buy
31,438
+2,259
+8% +$379K 0.87% 41
2025
Q4 		$4.53M Sell
29,179
-410
-1% -$63.1K 0.97% 39
2025
Q3 		$4.56M Sell
29,589
-29,092
-50% -$4.41M 0.97% 40
2025
Q2 		$8.66M Sell
58,681
-1,323
-2% -$180K 2.01% 20
2025
Q1 		$7.86M Sell
60,004
-136
-0.2% -$18.4K 1.97% 23
2024
Q4 		$7.92M Buy
60,140
+1,649
+3% +$227K 1.81% 23
2024
Q3 		$7.92M Buy
58,491
+260
+0.4% +$33K 1.86% 20
2024
Q2 		$7.1M Buy
58,231
+20,359
+54% +$2.51M 1.75% 26
2024
Q1 		$4.77M Sell
37,872
-3,151
-8% -$371K 1.21% 37
2023
Q4 		$4.68M Sell
41,023
-577
-1% -$60.6K 1.13% 36
2023
Q3 		$4.22M Buy
41,600
+1,026
+3% +$110K 1.18% 35
2023
Q2 		$4.35M Buy
40,574
+574
+1% +$57.8K 1.17% 36
2023
Q1 		$4.05M Sell
40,000
-1,417
-3% -$143K 1.17% 38
2022
Q4 		$4.07M Sell
41,417
-94
-0.2% -$8.95K 1.31% 35
2022
Q3 		$3.44M Buy
41,511
+635
+2% +$58.5K 1.26% 35
2022
Q2 		$3.57M Buy
40,876
+4,079
+11% +$385K 1.29% 32
2022
Q1 		$3.79M Sell
36,797
-19
-0.1% -$1.93K 1.16% 36
2021
Q4 		$3.9M Sell
36,816
-364
-1% -$37.8K 1.18% 37
2021
Q3 		$3.64M Buy
37,180
+476
+1% +$48.9K 1.19% 33
2021
Q2 		$3.76M Buy
36,704
+438
+1% +$44.9K 1.26% 32
2021
Q1 		$3.57M Sell
36,266
-1,755
-5% -$161K 1.34% 30
2020
Q4 		$3.37M Sell
38,021
-23,818
-39% -$2.01M 1.23% 31
2020
Q3 		$4.76M Buy
61,839
+244
+0.4% +$18.3K 2.04% 17
2020
Q2 		$4.23M Sell
61,595
-225
-0.4% -$14.6K 2.02% 15
2020
Q1 		$3.65M Buy
61,820
+4,800
+8% +$362K 2.13% 15
2019
Q4 		$4.64M Buy
57,020
+195
+0.3% +$15.6K 2.39% 12
2019
Q3 		$4.41M Sell
56,825
-260
-0.5% -$19.9K 2.5% 9
2019
Q2 		$4.42M Buy
57,085
+620
+1% +$47.1K 2.59% 9
2019
Q1 		$4.24M Buy
56,465
+1,190
+2% +$86.1K 2.57% 8
2018
Q4 		$3.56M Sell
55,275
-10,455
-16% -$741K 2.15% 13
2018
Q3 		$5.2M Buy
65,730
+2,920
+5% +$222K 2.72% 11
2018
Q2 		$4.51M Buy
62,810
+4,480
+8% +$332K 2.58% 11
2018
Q1 		$4.24M Buy
58,330
+285
+0.5% +$22K 2.86% 11
2017
Q4 		$4.42M Buy
58,045
+855
+1% +$62.2K 2.92% 10
2017
Q3 		$4.09M Buy
57,190
+2,035
+4% +$140K 3.03% 9
2017
Q2 		$3.77M Sell
55,155
-670
-1% -$44.7K 3.01% 10
2017
Q1 		$3.6M Sell
55,825
-2,265
-4% -$146K 2.82% 10
2016
Q4 		$3.65M Buy
+58,090
New +$3.5M 3.2% 5

Other funds holding XLI

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CMH Wealth Management's XLI Position: Q2 2026 in Review

CMH Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.4% in Q2 2026, selling an estimated $75.9K and leaving 31,001 shares worth $5.74M. The position accounts for 0.88% of the portfolio, ranked #41.

CMH Wealth Management first reported a position in XLI in Q4 2016 and has held it in 39 quarters since. The position peaked at $8.66M in Q2 2025. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • CMH Wealth Management held 31,001 shares of State Street Industrial Select Sector SPDR ETF worth $5.74M as of Q2 2026.
  • CMH Wealth Management sold 437 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $75.9K.
  • State Street Industrial Select Sector SPDR ETF made up 0.88% of CMH Wealth Management's portfolio in Q2 2026, its #41 holding.
  • CMH Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
  • CMH Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $8.66M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.