Perryman Financial Advisory’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$679K Buy
3,665
+68
+2% +$11.8K 0.09% 116
2026
Q1
$582K Buy
3,597
+96
+3% +$16.1K 0.09% 119
2025
Q4
$543K Buy
+3,501
New +$539K 0.08% 119

Other funds holding XLI

Perryman Financial Advisory's XLI Position: Q2 2026 in Review

Perryman Financial Advisory increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,665 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #116.

Perryman Financial Advisory first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Perryman Financial Advisory held 3,665 shares of State Street Industrial Select Sector SPDR ETF worth $679K as of Q2 2026.
  • Perryman Financial Advisory bought 68 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Perryman Financial Advisory's portfolio in Q2 2026, its #116 holding.
  • Perryman Financial Advisory first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.