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Marshall & Sterling Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-12
Closed -$1.94K – 355
2026
Q1 		$1.94K Hold
12
– – ﹤0.01% 291
2025
Q4 		$1.86K Sell
12
-143
-92% -$22K ﹤0.01% 296
2025
Q3 		$23.9K Buy
+155
New +$23.5K 0.02% 254

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Marshall & Sterling Wealth Advisors's XLI Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 12 shares — an estimated $1.94K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLI in Q3 2025 and held it in 3 quarters. The position peaked at $23.9K in Q3 2025. 443 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 12 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.94K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $23.9K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.