Flywheel Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Flywheel Private Wealth’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	$488K	Hold	2,632	–	–	0.24%	51
2026 Q1	$426K	Hold	2,632	–	–	0.24%	55
2025 Q4	$408K	Sell	2,632 -313	-11%	-$48.2K	0.26%	46
2025 Q3	$454K	Hold	2,945	–	–	0.35%	41
2025 Q2	$435K	Sell	2,945 -3	-0.1%	-$409	0.35%	41
2025 Q1	$386K	Buy	2,948 +100	+4%	+$13.5K	0.35%	45
2024 Q4	$375K	Buy	+2,848	New	+$393K	0.35%	47

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Flywheel Private Wealth's XLI Position: Q2 2026 in Review

Flywheel Private Wealth held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,632 shares worth $488K. The position accounts for 0.24% of the portfolio, ranked #51.

Flywheel Private Wealth first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Flywheel Private Wealth held 2,632 shares of State Street Industrial Select Sector SPDR ETF worth $488K as of Q2 2026.
Flywheel Private Wealth left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.24% of Flywheel Private Wealth's portfolio in Q2 2026, its #51 holding.
Flywheel Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.