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

Private Wealth Management Group’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	$1.46M	Buy	+7,889	New	+$1.37M	0.34%	35

Other funds holding XLI

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Private Wealth Management Group opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 7,889 shares worth $1.46M. The stake represents 0.34% of the portfolio and ranks #35 among its holdings.

613 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Private Wealth Management Group held 7,889 shares of State Street Industrial Select Sector SPDR ETF worth $1.46M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Private Wealth Management Group position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.34% of Private Wealth Management Group's portfolio in Q2 2026, its #35 holding.
613 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.