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

Core Wealth Partners’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 		$559K Buy
3,020
+7
+0.2% +$1.22K 0.24% 95
2026
Q1 		$487K Buy
3,013
+8
+0.3% +$1.34K 0.23% 95
2025
Q4 		$466K Buy
3,005
+10
+0.3% +$1.54K 0.21% 94
2025
Q3 		$462K Buy
2,995
+13
+0.4% +$1.97K 0.21% 97
2025
Q2 		$440K Buy
2,982
+9
+0.3% +$1.23K 0.22% 93
2025
Q1 		$390K Buy
2,973
+188
+7% +$25.4K 0.23% 100
2024
Q4 		$367K Buy
2,785
+542
+24% +$74.7K 0.21% 103
2024
Q3 		$304K Buy
2,243
+8
+0.4% +$1.02K 0.18% 112
2024
Q2 		$272K Buy
2,235
+7
+0.3% +$863 0.19% 112
2024
Q1 		$281K Buy
2,228
+7
+0.3% +$824 0.21% 94
2023
Q4 		$253K Buy
2,221
+12
+0.5% +$1.26K 0.21% 92
2023
Q3 		$224K Buy
2,209
+9
+0.4% +$963 0.2% 92
2023
Q2 		$236K Hold
2,200
– – 0.22% 88
2023
Q1 		$223K Buy
+2,200
New +$221K 0.22% 83

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
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

Core Wealth Partners's XLI Position: Q2 2026 in Review

Core Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.23% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,020 shares worth $559K. The position accounts for 0.24% of the portfolio, ranked #95.

Core Wealth Partners first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Core Wealth Partners held 3,020 shares of State Street Industrial Select Sector SPDR ETF worth $559K as of Q2 2026.
  • Core Wealth Partners bought 7 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.22K.
  • State Street Industrial Select Sector SPDR ETF made up 0.24% of Core Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Core Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.