Cooksen Wealth
XLI icon

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

Cooksen Wealth’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
Q3 		$5.12M Buy
30,268
+1,179
+4% +$210K 3.14% 10
2026
Q2 		$5.39M Buy
29,089
+893
+3% +$155K 3.4% 8
2026
Q1 		$4.56M Buy
28,196
+848
+3% +$142K 3.31% 10
2025
Q4 		$4.24M Buy
27,348
+479
+2% +$73.7K 3.1% 10
2025
Q3 		$4.14M Buy
26,869
+940
+4% +$142K 3.09% 10
2025
Q2 		$3.83M Buy
25,929
+3,811
+17% +$520K 3.07% 10
2025
Q1 		$2.79M Sell
22,118
-2,188
-9% -$296K 2.83% 10
2024
Q4 		$3.2M Buy
24,306
+394
+2% +$54.3K 2.95% 10
2024
Q3 		$3.24M Buy
23,912
+592
+3% +$75.2K 3.03% 10
2024
Q2 		$2.84M Buy
23,320
+1,202
+5% +$148K 2.87% 11
2024
Q1 		$2.79M Buy
22,118
+1,546
+8% +$182K 2.9% 10
2023
Q4 		$2.35M Buy
+20,572
New +$2.16M 2.66% 12

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Cooksen Wealth's XLI Position: Q3 2026 in Review

Cooksen Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.1% in Q3 2026, buying an estimated $210K and bringing the position to 30,268 shares worth $5.12M. The position accounts for 3.14% of the portfolio, ranked #10.

Cooksen Wealth first reported a position in XLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.39M in Q2 2026. 547 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Cooksen Wealth held 30,268 shares of State Street Industrial Select Sector SPDR ETF worth $5.12M as of Q3 2026.
  • Cooksen Wealth bought 1,179 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $210K.
  • State Street Industrial Select Sector SPDR ETF made up 3.14% of Cooksen Wealth's portfolio in Q3 2026, its #10 holding.
  • Cooksen Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Cooksen Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $5.39M in Q2 2026.
  • 547 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.