Sharp Financial Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Sharp Financial Services’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	$639K	Buy	3,451 +221	+7%	+$38.4K	0.3%	55
2026 Q1	$522K	Buy	3,230 +197	+6%	+$33.1K	0.26%	54
2025 Q4	$470K	Buy	3,033 +656	+28%	+$101K	0.24%	61
2025 Q3	$367K	Buy	2,377 +877	+58%	+$133K	0.2%	70
2025 Q2	$221K	Buy	+1,500	New	+$205K	0.14%	79

Other funds holding XLI

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

BWM

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

NHFG

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

PAS

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

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

Sharp Financial Services's XLI Position: Q2 2026 in Review

Sharp Financial Services increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6.8% in Q2 2026, buying an estimated $38.4K and bringing the position to 3,451 shares worth $639K. The position accounts for 0.3% of the portfolio, ranked #55.

Sharp Financial Services first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Sharp Financial Services held 3,451 shares of State Street Industrial Select Sector SPDR ETF worth $639K as of Q2 2026.
Sharp Financial Services bought 221 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
State Street Industrial Select Sector SPDR ETF made up 0.3% of Sharp Financial Services's portfolio in Q2 2026, its #55 holding.
Sharp Financial Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.