DecisionPoint Financial’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

DecisionPoint Financial’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	$33.1K	Sell	196 -59	-23%	-$10.5K	0.01%	158
2026 Q2	$46.8K	Hold	255	–	–	0.01%	106
2026 Q1	$41.2K	Buy	255 +75	+42%	+$12.6K	0.01%	99
2025 Q4	$27.9K	Hold	180	–	–	0.01%	115
2025 Q3	$27.7K	Hold	180	–	–	0.01%	101
2025 Q2	$26.6K	Hold	180	–	–	0.01%	111
2025 Q1	$23.6K	Sell	180 -63	-26%	-$8.51K	0.01%	116
2024 Q4	$32K	Hold	243	–	–	0.01%	98
2024 Q3	$32.9K	Hold	243	–	–	0.01%	99
2024 Q2	$31.1K	Hold	243	–	–	0.01%	101
2024 Q1	$29.8K	Hold	243	–	–	0.01%	98
2023 Q4	$27.7K	Hold	243	–	–	0.01%	93
2023 Q3	$24.6K	Hold	243	–	–	0.01%	92
2023 Q2	$26.1K	Hold	243	–	–	0.01%	89
2023 Q1	$24.6K	Hold	243	–	–	0.01%	85
2022 Q4	$23.9K	Buy	+243	New	+$23.1K	0.01%	81

Other funds holding XLI

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

DecisionPoint Financial's XLI Position: Q3 2026 in Review

DecisionPoint Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 23% in Q3 2026, selling an estimated $10.5K and leaving 196 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #158.

DecisionPoint Financial first reported a position in XLI in Q4 2022 and has held it in 16 quarters since. The position peaked at $46.8K in Q2 2026. 603 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

DecisionPoint Financial held 196 shares of State Street Industrial Select Sector SPDR ETF worth $33.1K as of Q3 2026.
DecisionPoint Financial sold 59 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $10.5K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #158 holding.
DecisionPoint Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's State Street Industrial Select Sector SPDR ETF position peaked at $46.8K in Q2 2026.
603 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.