Invictus Private Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Invictus Private Wealth’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	$629K	Buy	3,397 +1,019	+43%	+$177K	0.03%	57
2026 Q1	$385K	Hold	2,378	–	–	0.02%	62
2025 Q4	$369K	Sell	2,378 -11	-0.5%	-$1.69K	0.02%	60
2025 Q3	$368K	Hold	2,389	–	–	0.02%	64
2025 Q2	$352K	Sell	2,389 -216	-8%	-$29.5K	0.02%	62
2025 Q1	$341K	Sell	2,605 -41	-2%	-$5.54K	0.03%	66
2024 Q4	$349K	Sell	2,646 -13	-0.5%	-$1.79K	0.03%	67
2024 Q3	$360K	Sell	2,659 -51	-2%	-$6.48K	0.03%	65
2024 Q2	$330K	Sell	2,710 -184	-6%	-$22.7K	0.03%	71
2024 Q1	$365K	Sell	2,894 -512	-15%	-$60.3K	0.03%	67
2023 Q4	$388K	Sell	3,406 -84	-2%	-$8.82K	0.04%	67
2023 Q3	$354K	Sell	3,490 -183	-5%	-$19.6K	0.04%	66
2023 Q2	$394K	Sell	3,673 -211	-5%	-$21.2K	0.04%	64
2023 Q1	$393K	Sell	3,884 -1,368	-26%	-$138K	0.05%	58
2022 Q4	$516K	Buy	+5,252	New	+$500K	0.07%	50

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Invictus Private Wealth's XLI Position: Q2 2026 in Review

Invictus Private Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 43% in Q2 2026, buying an estimated $177K and bringing the position to 3,397 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #57.

Invictus Private Wealth first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Invictus Private Wealth held 3,397 shares of State Street Industrial Select Sector SPDR ETF worth $629K as of Q2 2026.
Invictus Private Wealth bought 1,019 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $177K.
State Street Industrial Select Sector SPDR ETF made up 0.03% of Invictus Private Wealth's portfolio in Q2 2026, its #57 holding.
Invictus Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.