HHM Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

HHM Wealth Advisors’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	$57.6K	Buy	311 +13	+4%	+$2.26K	0.01%	370
2026 Q1	$48.2K	Hold	298	–	–	0.01%	376
2025 Q4	$46.2K	Buy	298 +38	+15%	+$5.85K	0.01%	374
2025 Q3	$40.1K	Hold	260	–	–	﹤0.01%	405
2025 Q2	$38.4K	Hold	260	–	–	﹤0.01%	418
2025 Q1	$34.1K	Buy	260 +60	+30%	+$8.11K	﹤0.01%	419
2024 Q4	$26.4K	Sell	200 -393	-66%	-$54.2K	﹤0.01%	455
2024 Q3	$80.3K	Hold	593	–	–	0.01%	275
2024 Q2	$72.3K	Hold	593	–	–	0.01%	287
2024 Q1	$74.7K	Hold	593	–	–	0.01%	246
2023 Q4	$67.6K	Hold	593	–	–	0.01%	255
2023 Q3	$60.1K	Hold	593	–	–	0.01%	254
2023 Q2	$63.6K	Hold	593	–	–	0.01%	256
2023 Q1	$60K	Hold	593	–	–	0.01%	255
2022 Q4	$58.2K	Buy	593 +200	+51%	+$19K	0.01%	225
2022 Q3	$33K	Hold	393	–	–	0.01%	285
2022 Q2	$34K	Hold	393	–	–	0.01%	333
2022 Q1	$40K	Hold	393	–	–	0.01%	344
2021 Q4	$42K	Hold	393	–	–	0.01%	335
2021 Q3	$38K	Sell	393 -40	-9%	-$4.11K	0.01%	332
2021 Q2	$44K	Hold	433	–	–	0.01%	319
2021 Q1	$43K	Buy	433 +393	+983%	+$36K	0.01%	298
2020 Q4	$4K	Hold	40	–	–	﹤0.01%	477
2020 Q3	$3K	Hold	40	–	–	﹤0.01%	463
2020 Q2	$3K	Hold	40	–	–	﹤0.01%	450
2020 Q1	$2K	Buy	+40	New	+$3.01K	﹤0.01%	438

Other funds holding XLI

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

HHM Wealth Advisors's XLI Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q2 2026, buying an estimated $2.26K and bringing the position to 311 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #370.

HHM Wealth Advisors first reported a position in XLI in Q1 2020 and has held it in 26 quarters since. The position peaked at $80.3K in Q3 2024. 613 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

HHM Wealth Advisors held 311 shares of State Street Industrial Select Sector SPDR ETF worth $57.6K as of Q2 2026.
HHM Wealth Advisors bought 13 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.26K.
State Street Industrial Select Sector SPDR ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #370 holding.
HHM Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $80.3K in Q3 2024.
613 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.