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

Physician 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 Q2	$44K	Buy	238 +1	+0.4%	+$174	0.01%	459
2026 Q1	$38.4K	Hold	237	–	–	0.01%	455
2025 Q4	$36.8K	Hold	237	–	–	0.01%	445
2025 Q3	$36.5K	Buy	237 +1	+0.4%	+$151	0.01%	437
2025 Q2	$34.8K	Hold	236	–	–	0.01%	405
2025 Q1	$30.9K	Buy	236 +1	+0.4%	+$135	0.01%	413
2024 Q4	$31K	Buy	+235	New	+$32.4K	0.01%	418

Other funds holding XLI

TAM

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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Physician Wealth Advisors's XLI Position: Q2 2026 in Review

Physician Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.42% in Q2 2026, buying an estimated $174 and bringing the position to 238 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #459.

Physician Wealth Advisors first reported a position in XLI in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Physician Wealth Advisors held 238 shares of State Street Industrial Select Sector SPDR ETF worth $44K as of Q2 2026.
Physician Wealth Advisors bought 1 State Street Industrial Select Sector SPDR ETF share in Q2 2026, an estimated $174.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #459 holding.
Physician Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
407 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.