Iams 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
Q2
$883K Buy
4,766
+1,094
+30% +$190K 0.27% 108
2026
Q1
$594K Buy
3,672
+213
+6% +$35.8K 0.21% 123
2025
Q4
$537K Buy
3,459
+273
+9% +$42K 0.19% 123
2025
Q3
$492K Buy
3,186
+51
+2% +$7.73K 0.2% 123
2025
Q2
$463K Sell
3,135
-46
-1% -$6.28K 0.21% 117
2025
Q1
$417K Buy
3,181
+168
+6% +$22.7K 0.19% 117
2024
Q4
$397K Buy
3,013
+271
+10% +$37.4K 0.18% 121
2024
Q3
$371K Buy
2,742
+551
+25% +$70K 0.18% 114
2024
Q2
$267K Buy
2,191
+124
+6% +$15.3K 0.15% 122
2024
Q1
$249K Buy
+2,067
New +$243K 0.15% 104

Other funds holding XLI

Iams Wealth Management's XLI Position: Q2 2026 in Review

Iams Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, buying an estimated $190K and bringing the position to 4,766 shares worth $883K. The position accounts for 0.27% of the portfolio, ranked #108.

Iams Wealth Management first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Iams Wealth Management held 4,766 shares of State Street Industrial Select Sector SPDR ETF worth $883K as of Q2 2026.
  • Iams Wealth Management bought 1,094 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $190K.
  • State Street Industrial Select Sector SPDR ETF made up 0.27% of Iams Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Iams Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.