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 Q3	$1.24M	Sell	7,403 -91	-1%	-$16.2K	0.52%	43
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Olistico Wealth's XLI Position: Q3 2026 in Review

Olistico Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.2% in Q3 2026, selling an estimated $16.2K and leaving 7,403 shares worth $1.24M. The position accounts for 0.52% of the portfolio, ranked #43.

Olistico Wealth first reported a position in XLI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q2 2026. 497 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Olistico Wealth held 7,403 shares of State Street Industrial Select Sector SPDR ETF worth $1.24M as of Q3 2026.
Olistico Wealth sold 91 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $16.2K.
State Street Industrial Select Sector SPDR ETF made up 0.52% of Olistico Wealth's portfolio in Q3 2026, its #43 holding.
Olistico Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $1.39M in Q2 2026.
497 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.