Discipline Wealth Solutions
XLI icon

Discipline Wealth Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Discipline Wealth Solutions’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 		$237K Sell
1,417
-74
-5% -$13.2K 0.02% 182
2026
Q2 		$276K Hold
1,491
– – 0.02% 170
2026
Q1 		$241K Buy
1,491
+37
+3% +$6.21K 0.03% 175
2025
Q4 		$226K Buy
+1,454
New +$224K 0.04% 158

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
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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Discipline Wealth Solutions's XLI Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5% in Q3 2026, selling an estimated $13.2K and leaving 1,417 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #182.

Discipline Wealth Solutions first reported a position in XLI in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2026. 678 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Discipline Wealth Solutions held 1,417 shares of State Street Industrial Select Sector SPDR ETF worth $237K as of Q3 2026.
  • Discipline Wealth Solutions sold 74 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $13.2K.
  • State Street Industrial Select Sector SPDR ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #182 holding.
  • Discipline Wealth Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's State Street Industrial Select Sector SPDR ETF position peaked at $276K in Q2 2026.
  • 678 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.