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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Elevation Wealth Partners's XLI Position: Q2 2026 in Review

Elevation Wealth Partners increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 125% in Q2 2026, buying an estimated $21.7K and bringing the position to 225 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #352.

Elevation Wealth Partners first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $71K in Q4 2023. 766 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Elevation Wealth Partners held 225 shares of State Street Industrial Select Sector SPDR ETF worth $41.7K as of Q2 2026.
  • Elevation Wealth Partners bought 125 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.7K.
  • State Street Industrial Select Sector SPDR ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #352 holding.
  • Elevation Wealth Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's State Street Industrial Select Sector SPDR ETF position peaked at $71K in Q4 2023.
  • 766 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.