New Wave Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

New Wave 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	$2.48M	Sell	13,401 -5,818	-30%	-$1.01M	0.68%	37
2026 Q1	$3.11M	Sell	19,219 -12,791	-40%	-$2.15M	1.08%	23
2025 Q4	$4.97M	Buy	32,010 +778	+2%	+$120K	1.82%	13
2025 Q3	$4.82M	Buy	31,232 +2,103	+7%	+$319K	1.88%	13
2025 Q2	$4.3M	Buy	29,129 +588	+2%	+$80.2K	1.83%	14
2025 Q1	$3.74M	Buy	28,541 +2,874	+11%	+$388K	1.68%	19
2024 Q4	$3.38M	Sell	25,667 -1,708	-6%	-$235K	1.39%	19
2024 Q3	$3.71M	Buy	27,375 +326	+1%	+$41.4K	1.71%	17
2024 Q2	$3.3M	Buy	+27,049	New	+$3.33M	1.77%	16

Other funds holding XLI

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

New Wave Wealth Advisors's XLI Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 30% in Q2 2026, selling an estimated $1.01M and leaving 13,401 shares worth $2.48M. The position accounts for 0.68% of the portfolio, ranked #37.

New Wave Wealth Advisors first reported a position in XLI in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.97M in Q4 2025. 675 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

New Wave Wealth Advisors held 13,401 shares of State Street Industrial Select Sector SPDR ETF worth $2.48M as of Q2 2026.
New Wave Wealth Advisors sold 5,818 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.01M.
State Street Industrial Select Sector SPDR ETF made up 0.68% of New Wave Wealth Advisors's portfolio in Q2 2026, its #37 holding.
New Wave Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $4.97M in Q4 2025.
675 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.