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

Rockport Wealth’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 Q3	$244K	Sell	1,464 -51	-3%	-$9.08K	0.04%	92
2026 Q2	$281K	Sell	1,515 -24,560	-94%	-$4.27M	0.05%	91
2026 Q1	$4.22M	Buy	26,075 +482	+2%	+$80.9K	0.77%	32
2025 Q4	$3.97M	Buy	25,593 +1,748	+7%	+$269K	0.77%	28
2025 Q3	$3.68M	Buy	23,845 +10,400	+77%	+$1.58M	0.75%	26
2025 Q2	$1.98M	Sell	13,445 -1,608	-11%	-$219K	0.46%	33
2025 Q1	$1.97M	Sell	15,053 -7,676	-34%	-$1.04M	0.7%	24
2024 Q4	$3.02M	Buy	22,729 +6,496	+40%	+$896K	1.34%	10
2024 Q3	$2.2M	Buy	16,233 +4,689	+41%	+$596K	0.59%	16
2024 Q2	$1.41M	Buy	11,544 +550	+5%	+$67.8K	0.59%	23
2024 Q1	$1.38M	Buy	+10,994	New	+$1.29M	0.92%	17

Other funds holding XLI

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Rockport Wealth's XLI Position: Q3 2026 in Review

Rockport Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.4% in Q3 2026, selling an estimated $9.08K and leaving 1,464 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #92.

Rockport Wealth first reported a position in XLI in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.22M in Q1 2026. 1,269 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

Rockport Wealth held 1,464 shares of State Street Industrial Select Sector SPDR ETF worth $244K as of Q3 2026.
Rockport Wealth sold 51 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $9.08K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Rockport Wealth's portfolio in Q3 2026, its #92 holding.
Rockport Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 11 quarters since.
Rockport Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $4.22M in Q1 2026.
1,269 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.