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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.12M Buy
11,450
+1,905
+20% +$331K 1.27% 23
2026
Q1
$1.54M Buy
9,545
+7,408
+347% +$1.24M 1.06% 27
2025
Q4
$331K Buy
2,137
+1,780
+499% +$274K 0.24% 78
2025
Q3
$55.1K Buy
357
+172
+93% +$26.1K 0.04% 187
2025
Q2
$27.3K Buy
185
+13
+8% +$1.77K 0.02% 212
2025
Q1
$22.5K Sell
172
-583
-77% -$78.8K 0.02% 213
2024
Q4
$99.5K Buy
+755
New +$104K 0.09% 112

Other funds holding XLI

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

Copia Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q2 2026, buying an estimated $331K and bringing the position to 11,450 shares worth $2.12M. The position accounts for 1.27% of the portfolio, ranked #23.

Copia Wealth Management first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 1,666 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Copia Wealth Management held 11,450 shares of State Street Industrial Select Sector SPDR ETF worth $2.12M as of Q2 2026.
  • Copia Wealth Management bought 1,905 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $331K.
  • State Street Industrial Select Sector SPDR ETF made up 1.27% of Copia Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Copia Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,666 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.