FWM
XLI icon

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

Fingerlakes 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 		$448K Buy
2,419
+6
+0.2% +$1.04K 0.24% 73
2026
Q1 		$390K Buy
2,413
+6
+0.2% +$1.01K 0.26% 72
2025
Q4 		$373K Sell
2,407
-77
-3% -$11.8K 0.24% 72
2025
Q3 		$383K Buy
2,484
+10
+0.4% +$1.51K 0.25% 70
2025
Q2 		$365K Buy
2,474
+7
+0.3% +$955 0.27% 69
2025
Q1 		$323K Sell
2,467
-154
-6% -$20.8K 0.28% 70
2024
Q4 		$345K Buy
2,621
+13
+0.5% +$1.79K 0.28% 68
2024
Q3 		$353K Buy
2,608
+8
+0.3% +$1.02K 0.29% 68
2024
Q2 		$317K Buy
2,600
+9
+0.3% +$1.11K 0.28% 66
2024
Q1 		$326K Buy
2,591
+7
+0.3% +$824 0.32% 66
2023
Q4 		$295K Buy
2,584
+7
+0.3% +$735 0.32% 70
2023
Q3 		$261K Sell
2,577
-27
-1% -$2.89K 0.32% 73
2023
Q2 		$279K Sell
2,604
-249
-9% -$25.1K 0.32% 75
2023
Q1 		$289K Buy
2,853
+11
+0.4% +$1.11K 0.36% 74
2022
Q4 		$279K Buy
2,842
+13
+0.5% +$1.24K 0.38% 73
2022
Q3 		$234K Buy
2,829
+8
+0.3% +$737 0.34% 77
2022
Q2 		$246K Buy
2,821
+11
+0.4% +$1.04K 0.34% 79
2022
Q1 		$289K Sell
2,810
-48
-2% -$4.88K 0.34% 76
2021
Q4 		$298K Buy
+2,858
New +$297K 0.34% 79

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
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Fingerlakes Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.25% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,419 shares worth $448K. The position accounts for 0.24% of the portfolio, ranked #73.

Fingerlakes Wealth Management first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Fingerlakes Wealth Management held 2,419 shares of State Street Industrial Select Sector SPDR ETF worth $448K as of Q2 2026.
  • Fingerlakes Wealth Management bought 6 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
  • State Street Industrial Select Sector SPDR ETF made up 0.24% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Fingerlakes Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.