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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
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

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

Rockport Wealth's XLI Position: Q2 2026 in Review

Rockport Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 94% in Q2 2026, selling an estimated $4.27M and leaving 1,515 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #91.

Rockport Wealth first reported a position in XLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.22M in Q1 2026. 816 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Rockport Wealth held 1,515 shares of State Street Industrial Select Sector SPDR ETF worth $281K as of Q2 2026.
  • Rockport Wealth sold 24,560 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.27M.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Rockport Wealth's portfolio in Q2 2026, its #91 holding.
  • Rockport Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Rockport Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $4.22M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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