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Global Wealth Strategies & Associates’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-415
Closed -$67.1K – 489
2026
Q1 		$67.1K Sell
415
-74
-15% -$12.4K 0.02% 145
2025
Q4 		$75.9K Buy
489
+482
+6,886% +$74.2K 0.02% 125
2025
Q3 		$1.08K Hold
7
– – ﹤0.01% 424
2025
Q2 		$1.03K Hold
7
– – ﹤0.01% 331
2025
Q1 		$917 Buy
+7
New +$946 ﹤0.01% 426

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

Global Wealth Strategies & Associates's XLI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 415 shares — an estimated $67.1K sold.

Global Wealth Strategies & Associates first reported a position in XLI in Q1 2025 and held it in 5 quarters. The position peaked at $75.9K in Q4 2025. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 415 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
  • Global Wealth Strategies & Associates first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's State Street Industrial Select Sector SPDR ETF position peaked at $75.9K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.