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

Olistico Wealth’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	$1.39M	Buy	7,494 +16	+0.2%	+$2.78K	0.59%	37
2026 Q1	$1.21M	Buy	7,478 +47	+0.6%	+$7.89K	0.6%	41
2025 Q4	$1.15M	Buy	7,431 +21	+0.3%	+$3.23K	0.56%	40
2025 Q3	$1.14M	Buy	7,410 +26	+0.4%	+$3.94K	0.6%	38
2025 Q2	$1.09M	Buy	7,384 +20	+0.3%	+$2.73K	0.6%	36
2025 Q1	$965K	Sell	7,364 -649	-8%	-$87.7K	0.6%	38
2024 Q4	$1.06M	Buy	8,013 +32	+0.4%	+$4.41K	0.61%	35
2024 Q3	$1.08M	Buy	7,981 +39	+0.5%	+$4.96K	0.66%	32
2024 Q2	$968K	Buy	7,942 +50	+0.6%	+$6.16K	0.62%	33
2024 Q1	$994K	Buy	7,892 +42	+0.5%	+$4.94K	0.72%	32
2023 Q4	$895K	Buy	7,850 +28	+0.4%	+$2.94K	0.7%	35
2023 Q3	$793K	Hold	7,822	–	–	0.71%	38
2023 Q2	$839K	Sell	7,822 -60	-0.8%	-$6.04K	0.72%	37
2023 Q1	$798K	Buy	7,882 +35	+0.4%	+$3.52K	0.76%	33
2022 Q4	$771K	Buy	+7,847	New	+$747K	0.83%	32

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

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

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

Olistico Wealth's XLI Position: Q2 2026 in Review

Olistico Wealth increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.21% in Q2 2026, buying an estimated $2.78K and bringing the position to 7,494 shares worth $1.39M. The position accounts for 0.59% of the portfolio, ranked #37.

Olistico Wealth first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Olistico Wealth held 7,494 shares of State Street Industrial Select Sector SPDR ETF worth $1.39M as of Q2 2026.
Olistico Wealth bought 16 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.78K.
State Street Industrial Select Sector SPDR ETF made up 0.59% of Olistico Wealth's portfolio in Q2 2026, its #37 holding.
Olistico Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.