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

Empirical 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	$521K	Buy	2,812 +631	+29%	+$110K	0.01%	660
2026 Q1	$353K	Buy	2,181 +687	+46%	+$115K	0.01%	727
2025 Q4	$232K	Buy	1,494 +113	+8%	+$17.4K	﹤0.01%	806
2025 Q3	$213K	Buy	+1,381	New	+$209K	﹤0.01%	735
2021 Q4	–	Sell	-2,382	Closed	-$233K	–	538
2021 Q3	$233K	Sell	2,382 -5,380	-69%	-$553K	0.01%	411
2021 Q2	$795K	Buy	7,762 +5,380	+226%	+$551K	0.05%	220
2021 Q1	$235K	Buy	+2,382	New	+$218K	0.02%	352
2019 Q3	–	Sell	-3,775	Closed	-$292K	–	304
2019 Q2	$292K	Buy	3,775 +430	+13%	+$32.7K	0.04%	208
2019 Q1	$251K	Buy	+3,345	New	+$242K	0.04%	201
2018 Q4	–	Sell	-2,829	Closed	-$222K	–	236
2018 Q3	$222K	Hold	2,829	–	–	0.04%	195
2018 Q2	$203K	Hold	2,829	–	–	0.04%	176
2018 Q1	$210K	Buy	+2,829	New	+$218K	0.04%	161

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

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

Empirical Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 29% in Q2 2026, buying an estimated $110K and bringing the position to 2,812 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #660.

Empirical Wealth Management first reported a position in XLI in Q1 2018 and has held it in 12 quarters since. The position peaked at $795K in Q2 2021. 736 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Empirical Wealth Management held 2,812 shares of State Street Industrial Select Sector SPDR ETF worth $521K as of Q2 2026.
Empirical Wealth Management bought 631 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #660 holding.
Empirical Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Empirical Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $795K in Q2 2021.
736 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.