Lake Street Private Wealth’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
$763K Buy
4,117
+1,056
+34% +$184K 0.09% 137
2026
Q1
$495K Buy
3,061
+326
+12% +$54.7K 0.06% 169
2025
Q4
$424K Buy
2,735
+889
+48% +$137K 0.05% 195
2025
Q3
$285K Buy
1,846
+165
+10% +$25K 0.04% 224
2025
Q2
$248K Buy
+1,681
New +$229K 0.04% 229
2024
Q3
Sell
-2,410
Closed -$294K 328
2024
Q2
$294K Sell
2,410
-18
-0.7% -$2.22K 0.04% 267
2024
Q1
$306K Buy
2,428
+25
+1% +$2.94K 0.04% 261
2023
Q4
$274K Sell
2,403
-875
-27% -$91.8K 0.04% 259
2023
Q3
$334K Buy
3,278
+76
+2% +$8.14K 0.06% 215
2023
Q2
$344K Buy
3,202
+287
+10% +$28.9K 0.06% 215
2023
Q1
$295K Sell
2,915
-107
-4% -$10.8K 0.06% 231
2022
Q4
$297K Sell
3,022
-153
-5% -$14.6K 0.06% 224
2022
Q3
$263K Sell
3,175
-1,714
-35% -$158K 0.06% 232
2022
Q2
$427K Sell
4,889
-2,419
-33% -$228K 0.09% 184
2022
Q1
$753K Sell
7,308
-784
-10% -$79.6K 0.14% 150
2021
Q4
$856K Buy
+8,092
New +$841K 0.15% 144

Other funds holding XLI

Lake Street Private Wealth's XLI Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 34% in Q2 2026, buying an estimated $184K and bringing the position to 4,117 shares worth $763K. The position accounts for 0.09% of the portfolio, ranked #137.

Lake Street Private Wealth first reported a position in XLI in Q4 2021 and has held it in 16 quarters since. The position peaked at $856K in Q4 2021. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Lake Street Private Wealth held 4,117 shares of State Street Industrial Select Sector SPDR ETF worth $763K as of Q2 2026.
  • Lake Street Private Wealth bought 1,056 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $184K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Lake Street Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Lake Street Private Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • Lake Street Private Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $856K in Q4 2021.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.