Meriwether Wealth & Planning
XLI icon

Meriwether Wealth & Planning’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$117K Buy
+700
New +$125K 0.05% 164

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Meriwether Wealth & Planning's XLI Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026: 700 shares worth $117K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings.

497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Meriwether Wealth & Planning held 700 shares of State Street Industrial Select Sector SPDR ETF worth $117K as of Q3 2026.
  • State Street Industrial Select Sector SPDR ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #164 holding.
  • 497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.