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XLI icon

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

Elevation 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
Q3 		$37.6K Hold
225
– – 0.01% 468
2026
Q2 		$41.7K Buy
225
+125
+125% +$21.7K 0.01% 352
2026
Q1 		$16.2K Hold
100
– – 0.01% 424
2025
Q4 		$15.5K Hold
100
– – 0.01% 418
2025
Q3 		$15.4K Hold
100
– – 0.01% 348
2025
Q2 		$14.8K Hold
100
– – 0.01% 338
2025
Q1 		$13.1K Hold
100
– – 0.01% 347
2024
Q4 		$13.2K Hold
100
– – 0.01% 345
2024
Q3 		$13.5K Hold
100
– – 0.01% 331
2024
Q2 		$12.2K Hold
100
– – 0.01% 331
2024
Q1 		$12.6K Sell
100
-600
-86% -$70.6K 0.01% 335
2023
Q4 		$71K Buy
700
+600
+600% +$63K 0.04% 179
2023
Q3 		$10.1K Hold
100
– – 0.01% 245
2023
Q2 		$10.7K Hold
100
– – 0.01% 250
2023
Q1 		$10.1K Buy
+100
New +$10.1K 0.01% 263

Other funds holding XLI

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Elevation Wealth Partners's XLI Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2026 at 225 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #468.

Elevation Wealth Partners first reported a position in XLI in Q1 2023 and has held it in 15 quarters since. The position peaked at $71K in Q4 2023. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Elevation Wealth Partners held 225 shares of State Street Industrial Select Sector SPDR ETF worth $37.6K as of Q3 2026.
  • Elevation Wealth Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #468 holding.
  • Elevation Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $71K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.