Harbor Asset Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Harbor Asset Planning’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 Q3	$2.02M	Buy	12,084 +302	+3%	+$53.8K	1.51%	15
2026 Q2	$2.18M	Sell	11,782 -522	-4%	-$90.7K	1.64%	16
2026 Q1	$1.99M	Buy	12,304 +250	+2%	+$42K	1.67%	16
2025 Q4	$1.87M	Buy	12,054 +120	+1%	+$18.5K	1.6%	17
2025 Q3	$1.84M	Buy	11,934 +48	+0.4%	+$7.27K	1.65%	17
2025 Q2	$1.75M	Buy	+11,886	New	+$1.62M	1.67%	18

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Harbor Asset Planning's XLI Position: Q3 2026 in Review

Harbor Asset Planning increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.6% in Q3 2026, buying an estimated $53.8K and bringing the position to 12,084 shares worth $2.02M. The position accounts for 1.51% of the portfolio, ranked #15.

Harbor Asset Planning first reported a position in XLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.18M in Q2 2026. 497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Harbor Asset Planning held 12,084 shares of State Street Industrial Select Sector SPDR ETF worth $2.02M as of Q3 2026.
Harbor Asset Planning bought 302 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $53.8K.
State Street Industrial Select Sector SPDR ETF made up 1.51% of Harbor Asset Planning's portfolio in Q3 2026, its #15 holding.
Harbor Asset Planning first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's State Street Industrial Select Sector SPDR ETF position peaked at $2.18M in Q2 2026.
497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.