EWM
XLI icon

Elmwood Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Elmwood Wealth Management’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 		$1.43M Hold
7,742
– – 0.36% 70
2026
Q1 		$1.25M Buy
7,742
+125
+2% +$21K 0.35% 72
2025
Q4 		$1.18M Buy
+7,617
New +$1.17M 0.37% 74

Other funds holding XLI

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Elmwood Wealth Management's XLI Position: Q2 2026 in Review

Elmwood Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 7,742 shares worth $1.43M. The position accounts for 0.36% of the portfolio, ranked #70.

Elmwood Wealth Management first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Elmwood Wealth Management held 7,742 shares of State Street Industrial Select Sector SPDR ETF worth $1.43M as of Q2 2026.
  • Elmwood Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.36% of Elmwood Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Elmwood Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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