Opal Wealth Advisors
XLI icon

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

Opal 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
Q3 		$10.5M Buy
62,824
+674
+1% +$120K 2.19% 9
2026
Q2 		$11.5M Buy
62,150
+340
+0.6% +$59.1K 2.49% 7
2026
Q1 		$10M Buy
61,810
+782
+1% +$131K 2.26% 8
2025
Q4 		$9.47M Buy
61,028
+1,048
+2% +$161K 2.47% 7
2025
Q3 		$9.25M Buy
59,980
+248
+0.4% +$37.6K 2.57% 7
2025
Q2 		$8.81M Buy
59,732
+1,596
+3% +$218K 2.44% 7
2025
Q1 		$7.62M Buy
58,136
+1,220
+2% +$165K 2.35% 7
2024
Q4 		$7.5M Sell
56,916
-1,080
-2% -$149K 2.25% 10
2024
Q3 		$7.85M Buy
57,996
+1,296
+2% +$165K 2.46% 10
2024
Q2 		$6.91M Sell
56,700
-533
-0.9% -$65.7K 2.22% 10
2024
Q1 		$7.21M Buy
57,233
+299
+0.5% +$35.2K 2.45% 10
2023
Q4 		$6.49M Buy
56,934
+430
+0.8% +$45.1K 2.56% 10
2023
Q3 		$5.73M Sell
56,504
-2,526
-4% -$270K 3.35% 5
2023
Q2 		$6.34M Sell
59,030
-206
-0.3% -$20.7K 3.16% 5
2023
Q1 		$5.99M Buy
59,236
+8,750
+17% +$880K 3.5% 5
2022
Q4 		$4.96M Sell
50,486
-9,119
-15% -$868K 2.73% 5
2022
Q3 		$4.94M Buy
59,605
+4,900
+9% +$451K 3.6% 6
2022
Q2 		$4.78M Sell
54,705
-7,893
-13% -$744K 3.16% 8
2022
Q1 		$6.45M Buy
62,598
+2,448
+4% +$249K 5.61% 5
2021
Q4 		$6.36M Buy
60,150
+8,760
+17% +$910K 4.03% 5
2021
Q3 		$5.03M Buy
51,390
+3,938
+8% +$405K 4.83% 4
2021
Q2 		$4.86M Buy
+47,452
New +$4.86M 4.52% 4

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

Opal Wealth Advisors's XLI Position: Q3 2026 in Review

Opal Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.1% in Q3 2026, buying an estimated $120K and bringing the position to 62,824 shares worth $10.5M. The position accounts for 2.19% of the portfolio, ranked #9.

Opal Wealth Advisors first reported a position in XLI in Q2 2021 and has held it in 22 quarters since. The position peaked at $11.5M in Q2 2026. 452 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Opal Wealth Advisors held 62,824 shares of State Street Industrial Select Sector SPDR ETF worth $10.5M as of Q3 2026.
  • Opal Wealth Advisors bought 674 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $120K.
  • State Street Industrial Select Sector SPDR ETF made up 2.19% of Opal Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Opal Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 22 quarters since.
  • Opal Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $11.5M in Q2 2026.
  • 452 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.