Private Wealth Asset Management’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
$320K Sell
1,730
-140
-7% -$24.3K 0.03% 227
2026
Q1
$302K Sell
1,870
-315
-14% -$52.9K 0.03% 219
2025
Q4
$339K Sell
2,185
-200
-8% -$30.8K 0.04% 206
2025
Q3
$368K Buy
2,385
+575
+32% +$87.1K 0.04% 185
2025
Q2
$267K Buy
1,810
+1,370
+311% +$187K 0.04% 209
2025
Q1
$57.7K Buy
+440
New +$59.5K 0.01% 369

Other funds holding XLI

Private Wealth Asset Management's XLI Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 7.5% in Q2 2026, selling an estimated $24.3K and leaving 1,730 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #227.

Private Wealth Asset Management first reported a position in XLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $368K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Private Wealth Asset Management held 1,730 shares of State Street Industrial Select Sector SPDR ETF worth $320K as of Q2 2026.
  • Private Wealth Asset Management sold 140 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $24.3K.
  • State Street Industrial Select Sector SPDR ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #227 holding.
  • Private Wealth Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $368K in Q3 2025.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.