CWA Asset Management Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

CWA Asset Management Group’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	$819K	Sell	4,424 -119	-3%	-$20.7K	0.03%	418
2026 Q1	$735K	Sell	4,543 -41	-0.9%	-$6.88K	0.02%	422
2025 Q4	$711K	Sell	4,584 -379	-8%	-$58.3K	0.03%	402
2025 Q3	$765K	Sell	4,963 -98	-2%	-$14.8K	0.03%	405
2025 Q2	$747K	Sell	5,061 -442	-8%	-$60.3K	0.03%	383
2025 Q1	$721K	Buy	5,503 +3,318	+152%	+$448K	0.03%	357
2024 Q4	$288K	Buy	+2,185	New	+$301K	0.01%	485
2023 Q2	–	Sell	-2,289	Closed	-$232K	–	375
2023 Q1	$232K	Buy	+2,289	New	+$230K	0.02%	288
2022 Q3	–	Sell	-2,291	Closed	-$200K	–	327
2022 Q2	$200K	Buy	+2,291	New	+$216K	0.02%	285
2022 Q1	–	Sell	-1,902	Closed	-$201K	–	329
2021 Q4	$201K	Buy	+1,902	New	+$198K	0.01%	294

Other funds holding XLI

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

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

CWA Asset Management Group's XLI Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.6% in Q2 2026, selling an estimated $20.7K and leaving 4,424 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #418.

CWA Asset Management Group first reported a position in XLI in Q4 2021 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

CWA Asset Management Group held 4,424 shares of State Street Industrial Select Sector SPDR ETF worth $819K as of Q2 2026.
CWA Asset Management Group sold 119 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $20.7K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #418 holding.
CWA Asset Management Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.