Encompass More Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37K Hold
200
0.01% 280
2026
Q1
$32.3K Buy
+200
New +$33.6K 0.01% 248

Other funds holding XLI

Encompass More Asset Management's XLI Position: Q2 2026 in Review

Encompass More Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 46% in Q2 2026, selling an estimated $1.95M and leaving 12,923 shares worth $2.39M. The position accounts for 0.35% of the portfolio, ranked #60.

Encompass More Asset Management first reported a position in XLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.91M in Q1 2026. 283 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Encompass More Asset Management held 12,923 shares of State Street Industrial Select Sector SPDR ETF worth $2.39M as of Q2 2026.
  • Encompass More Asset Management sold 11,228 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.95M.
  • State Street Industrial Select Sector SPDR ETF made up 0.35% of Encompass More Asset Management's portfolio in Q2 2026, its #60 holding.
  • Encompass More Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Encompass More Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.91M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.