MWM
XLI icon

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

Marion Wealth Management’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 		$2.19M Sell
11,818
-123
-1% -$21.4K 0.45% 52
2026
Q1 		$1.93M Sell
11,941
-221
-2% -$37.1K 0.43% 57
2025
Q4 		$2M Buy
12,162
+152
+1% +$23.4K 0.44% 53
2025
Q3 		$1.85M Buy
12,010
+2
+0% +$303 0.44% 51
2025
Q2 		$1.77M Buy
12,008
+108
+0.9% +$14.7K 0.44% 52
2025
Q1 		$1.56M Sell
11,900
-363
-3% -$49.1K 0.42% 58
2024
Q4 		$1.62M Buy
12,263
+143
+1% +$19.7K 0.43% 52
2024
Q3 		$1.64M Buy
12,120
+391
+3% +$49.7K 0.44% 53
2024
Q2 		$1.43M Buy
11,729
+196
+2% +$24.2K 0.42% 53
2024
Q1 		$1.45M Buy
11,533
+9
+0.1% +$1.06K 0.43% 55
2023
Q4 		$1.31M Buy
11,524
+526
+5% +$55.2K 0.42% 57
2023
Q3 		$1.11M Buy
10,998
+147
+1% +$15.7K 0.39% 54
2023
Q2 		$1.16M Buy
10,851
+177
+2% +$17.8K 0.41% 52
2023
Q1 		$1.08M Buy
10,674
+699
+7% +$70.3K 0.4% 51
2022
Q4 		$980K Buy
9,975
+1,607
+19% +$153K 0.41% 53
2022
Q3 		$693K Buy
8,368
+737
+10% +$67.9K 0.36% 58
2022
Q2 		$667K Buy
7,631
+1,112
+17% +$105K 0.35% 63
2022
Q1 		$671K Buy
6,519
+88
+1% +$8.94K 0.33% 64
2021
Q4 		$681K Buy
+6,431
New +$668K 0.32% 66

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Marion Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1% in Q2 2026, selling an estimated $21.4K and leaving 11,818 shares worth $2.19M. The position accounts for 0.45% of the portfolio, ranked #52.

Marion Wealth Management first reported a position in XLI in Q4 2021 and has held it in 19 quarters since. 295 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Marion Wealth Management held 11,818 shares of State Street Industrial Select Sector SPDR ETF worth $2.19M as of Q2 2026.
  • Marion Wealth Management sold 123 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $21.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.45% of Marion Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Marion Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 295 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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