FEG
XLI icon

Financial Enhancement Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Financial Enhancement Group’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 		$7.83M Buy
+42,290
New +$7.35M 0.94% 38
2025
Q4 		– Sell
-28,796
Closed -$4.48M – 143
2025
Q3 		$4.48M Sell
28,796
-44,435
-61% -$6.73M 0.6% 48
2025
Q2 		$11M Buy
73,231
+42,742
+140% +$5.83M 1.57% 23
2025
Q1 		$3.8M Buy
30,489
+186
+0.6% +$25.1K 0.59% 47
2024
Q4 		$4.03M Buy
30,303
+1,345
+5% +$185K 0.62% 46
2024
Q3 		$2.83M Sell
28,958
-424
-1% -$53.9K 0.55% 52
2024
Q2 		$3.69M Sell
29,382
-141
-0.5% -$17.4K 0.59% 49
2024
Q1 		$3.63M Buy
29,523
+293
+1% +$34.5K 0.6% 54
2023
Q4 		$3.22M Buy
+29,230
New +$3.07M 0.57% 48
2023
Q2 		– Sell
-28,958
Closed -$2.83M – 134
2023
Q1 		$2.83M Buy
+28,958
New +$2.91M 0.55% 52
2022
Q4 		– Sell
-45
Closed -$4K – 331
2022
Q3 		$4K Hold
45
– – ﹤0.01% 218
2022
Q2 		$4K Hold
45
– – ﹤0.01% 214
2022
Q1 		$5K Buy
+45
New +$4.57K ﹤0.01% 212
2018
Q3 		– Sell
-100
Closed -$7K – 277
2018
Q2 		$7K Sell
100
-779
-89% -$57.8K ﹤0.01% 197
2018
Q1 		$65K Buy
+879
New +$67.7K 0.02% 116
2017
Q4 		– Sell
-5,989
Closed -$425K – 86
2017
Q3 		$425K Buy
5,989
+346
+6% +$23.8K 0.17% 52
2017
Q2 		$384K Buy
5,643
+773
+16% +$51.6K 0.16% 56
2017
Q1 		$317K Buy
+4,870
New +$315K 0.14% 55

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 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 $2.56B 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
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return