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

Rockingstone 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	$977K	Buy	5,275 +475	+10%	+$82.5K	0.39%	65
2026 Q1	$776K	Sell	4,800 -25	-0.5%	-$4.2K	0.36%	70
2025 Q4	$748K	Buy	4,825 +325	+7%	+$50K	0.34%	70
2025 Q3	$694K	Sell	4,500 -165	-4%	-$25K	0.34%	70
2025 Q2	$688K	Hold	4,665	–	–	0.36%	69
2025 Q1	$611K	Buy	4,665 +185	+4%	+$25K	0.28%	74
2024 Q4	$590K	Sell	4,480 -305	-6%	-$42K	0.26%	77
2024 Q3	$648K	Sell	4,785 -575	-11%	-$73.1K	0.32%	71
2024 Q2	$653K	Buy	5,360 +120	+2%	+$14.8K	0.34%	73
2024 Q1	$660K	Sell	5,240 -325	-6%	-$38.2K	0.34%	74
2023 Q4	$634K	Buy	5,565 +505	+10%	+$53K	0.36%	73
2023 Q3	$513K	Buy	5,060 +115	+2%	+$12.3K	0.28%	74
2023 Q2	$531K	Buy	4,945 +85	+2%	+$8.56K	0.3%	73
2023 Q1	$492K	Buy	4,860 +415	+9%	+$41.7K	0.3%	77
2022 Q4	$437K	Buy	+4,445	New	+$423K	0.33%	72

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

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

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

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Rockingstone Advisors's XLI Position: Q2 2026 in Review

Rockingstone Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 9.9% in Q2 2026, buying an estimated $82.5K and bringing the position to 5,275 shares worth $977K. The position accounts for 0.39% of the portfolio, ranked #65.

Rockingstone Advisors first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 813 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Rockingstone Advisors held 5,275 shares of State Street Industrial Select Sector SPDR ETF worth $977K as of Q2 2026.
Rockingstone Advisors bought 475 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $82.5K.
State Street Industrial Select Sector SPDR ETF made up 0.39% of Rockingstone Advisors's portfolio in Q2 2026, its #65 holding.
Rockingstone Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
813 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.