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

Sax Wealth 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	$3.11M	Buy	+19,224	New	+$3.34M	0.13%	115

Other funds holding XLI

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

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

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

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

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sax Wealth Advisors's XLI Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 19,224 shares worth $3.11M. The stake represents 0.13% of the portfolio and ranks #115 among its holdings.

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

Sax Wealth Advisors held 19,224 shares of State Street Industrial Select Sector SPDR ETF worth $3.11M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Sax Wealth Advisors position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.13% of Sax Wealth Advisors's portfolio in Q2 2026, its #115 holding.
391 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.