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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$252K Buy
1,508
+253
+20% +$45.1K 0.2% 82
2026
Q2
$232K Sell
1,255
-290
-19% -$50.4K 0.19% 85
2026
Q1
$250K Buy
1,545
+1,041
+207% +$175K 0.24% 77
2025
Q4
$78.2K Buy
+504
New +$77.5K 0.07% 123

Other funds holding XLI

High Point Wealth Management's XLI Position: Q3 2026 in Review

High Point Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 20% in Q3 2026, buying an estimated $45.1K and bringing the position to 1,508 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #82.

High Point Wealth Management first reported a position in XLI in Q4 2025 and has held it in 4 quarters since. 1,156 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • High Point Wealth Management held 1,508 shares of State Street Industrial Select Sector SPDR ETF worth $252K as of Q3 2026.
  • High Point Wealth Management bought 253 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $45.1K.
  • State Street Industrial Select Sector SPDR ETF made up 0.2% of High Point Wealth Management's portfolio in Q3 2026, its #82 holding.
  • High Point Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,156 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.