Cove Private Wealth
XLI icon

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

Cove Private 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 		– Sell
-1,150
Closed -$213K – 216
2026
Q2 		$213K Buy
+1,150
New +$200K 0.04% 204

Other funds holding XLI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

Cove Private Wealth's XLI Position: Q3 2026 in Review

Cove Private Wealth sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,150 shares — an estimated $213K sold.

Cove Private Wealth first reported a position in XLI in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 711 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Cove Private Wealth reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Cove Private Wealth sold 1,150 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $213K.
  • Cove Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2026 and held it in 1 quarter.
  • Cove Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $213K in Q2 2026.
  • 711 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.