Narwhal Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Narwhal Capital 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	$357K	Hold	1,925	–	–	0.02%	138
2026 Q1	$311K	Hold	1,925	–	–	0.02%	144
2025 Q4	$299K	Hold	1,925	–	–	0.02%	146
2025 Q3	$297K	Hold	1,925	–	–	0.02%	146
2025 Q2	$284K	Hold	1,925	–	–	0.02%	147
2025 Q1	$252K	Hold	1,925	–	–	0.02%	154
2024 Q4	$254K	Hold	1,925	–	–	0.02%	152
2024 Q3	$261K	Hold	1,925	–	–	0.02%	150
2024 Q2	$235K	Hold	1,925	–	–	0.02%	153
2024 Q1	$242K	Hold	1,925	–	–	0.02%	147
2023 Q4	$219K	Buy	+1,925	New	+$202K	0.02%	157
2023 Q3	–	Sell	-1,925	Closed	-$207K	–	175
2023 Q2	$207K	Sell	1,925 -151	-7%	-$15.2K	0.02%	157
2023 Q1	$210K	Sell	2,076 -194	-9%	-$19.5K	0.03%	150
2022 Q4	$223K	Buy	+2,270	New	+$216K	0.03%	147
2022 Q1	–	Sell	-1,925	Closed	-$204K	–	166
2021 Q4	$204K	Buy	+1,925	New	+$200K	0.02%	151
2021 Q3	–	Sell	-2,157	Closed	-$221K	–	168
2021 Q2	$221K	Buy	+2,157	New	+$221K	0.03%	147

Other funds holding XLI

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 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

Narwhal Capital Management's XLI Position: Q2 2026 in Review

Narwhal Capital Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 1,925 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #138.

Narwhal Capital Management first reported a position in XLI in Q2 2021 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Narwhal Capital Management held 1,925 shares of State Street Industrial Select Sector SPDR ETF worth $357K as of Q2 2026.
Narwhal Capital Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #138 holding.
Narwhal Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 16 quarters since.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.