Perigon Wealth Management
XLI icon

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

Perigon Wealth Management’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 		$1.85M Buy
11,081
+17
+0.2% +$3.03K 0.03% 421
2026
Q2 		$2.05M Sell
11,064
-2,002
-15% -$348K 0.03% 407
2026
Q1 		$2.11M Sell
13,066
-5,435
-29% -$912K 0.04% 365
2025
Q4 		$2.87M Buy
18,501
+5,316
+40% +$818K 0.05% 293
2025
Q3 		$2.03M Sell
13,185
-32
-0.2% -$4.85K 0.04% 354
2025
Q2 		$1.95M Sell
13,217
-1,763
-12% -$241K 0.05% 336
2025
Q1 		$1.96M Sell
14,980
-11,239
-43% -$1.52M 0.05% 307
2024
Q4 		$3.59M Buy
26,219
+12,769
+95% +$1.76M 0.09% 213
2024
Q3 		$1.82M Sell
13,450
-8,373
-38% -$1.06M 0.05% 306
2024
Q2 		$2.66M Buy
21,823
+8,575
+65% +$1.06M 0.08% 221
2024
Q1 		$1.67M Buy
13,248
+785
+6% +$92.4K 0.05% 275
2023
Q4 		$1.42M Buy
12,463
+6,232
+100% +$654K 0.05% 277
2023
Q3 		$632K Sell
6,231
-249
-4% -$26.7K 0.03% 393
2023
Q2 		$695K Buy
6,480
+1,435
+28% +$144K 0.03% 380
2023
Q1 		$510K Sell
5,045
-3,437
-41% -$346K 0.03% 391
2022
Q4 		$833K Buy
+8,482
New +$808K 0.05% 300
2022
Q2 		– Sell
-2,577
Closed -$265K – 632
2022
Q1 		$265K Hold
2,577
– – 0.02% 505
2021
Q4 		$273K Sell
2,577
-685
-21% -$71.2K 0.02% 472
2021
Q3 		$319K Buy
3,262
+1,279
+64% +$131K 0.03% 402
2021
Q2 		$203K Buy
+1,983
New +$203K 0.02% 497

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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Perigon Wealth Management's XLI Position: Q3 2026 in Review

Perigon Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.15% in Q3 2026, buying an estimated $3.03K and bringing the position to 11,081 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #421.

Perigon Wealth Management first reported a position in XLI in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.59M in Q4 2024. 594 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Perigon Wealth Management held 11,081 shares of State Street Industrial Select Sector SPDR ETF worth $1.85M as of Q3 2026.
  • Perigon Wealth Management bought 17 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $3.03K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #421 holding.
  • Perigon Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
  • Perigon Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $3.59M in Q4 2024.
  • 594 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.