OL
XLI icon

Owen LaRue’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Owen LaRue’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 		$955K Hold
5,157
– – 0.33% 69
2026
Q1 		$834K Buy
+5,157
New +$866K 0.32% 66
2025
Q1 		– Sell
-12,450
Closed -$1.64M – 108
2024
Q4 		$1.64M Hold
12,450
– – 0.86% 33
2024
Q3 		$1.69M Hold
12,450
– – 0.9% 32
2024
Q2 		$1.52M Buy
12,450
+3,250
+35% +$401K 0.94% 29
2024
Q1 		$1.16M Buy
+9,200
New +$1.08M 0.73% 33

Other funds holding XLI

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
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
GG
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

Owen LaRue's XLI Position: Q2 2026 in Review

Owen LaRue held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 5,157 shares worth $955K. The position accounts for 0.33% of the portfolio, ranked #69.

Owen LaRue first reported a position in XLI in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q3 2024. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Owen LaRue held 5,157 shares of State Street Industrial Select Sector SPDR ETF worth $955K as of Q2 2026.
  • Owen LaRue left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Industrial Select Sector SPDR ETF made up 0.33% of Owen LaRue's portfolio in Q2 2026, its #69 holding.
  • Owen LaRue first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • Owen LaRue's State Street Industrial Select Sector SPDR ETF position peaked at $1.69M in Q3 2024.
  • 559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.