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Shira Ridge Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Shira Ridge Wealth Management’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 		$10.7M Buy
57,580
+496
+0.9% +$86.2K 3.72% 9
2026
Q1 		$9.23M Sell
57,084
-2,060
-3% -$346K 3.65% 10
2025
Q4 		$9.17M Buy
59,144
+1,799
+3% +$277K 3.69% 9
2025
Q3 		$8.84M Buy
57,345
+874
+2% +$132K 3.75% 8
2025
Q2 		$8.33M Sell
56,471
-124
-0.2% -$16.9K 3.81% 8
2025
Q1 		$7.42M Buy
56,595
+5,040
+10% +$681K 3.7% 9
2024
Q4 		$6.79M Buy
51,555
+3,479
+7% +$480K 3.32% 9
2024
Q3 		$6.51M Buy
48,076
+8,521
+22% +$1.08M 3.32% 8
2024
Q2 		$4.82M Buy
39,555
+3,573
+10% +$440K 2.69% 10
2024
Q1 		$4.53M Buy
35,982
+8,601
+31% +$1.01M 2.59% 10
2023
Q4 		$3.12M Buy
27,381
+12,957
+90% +$1.36M 1.87% 15
2023
Q3 		$1.46M Buy
14,424
+3,643
+34% +$390K 0.96% 25
2023
Q2 		$1.16M Buy
10,781
+99
+0.9% +$9.97K 0.73% 26
2023
Q1 		$1.08M Buy
10,682
+1,186
+12% +$119K 0.71% 27
2022
Q4 		$933K Buy
+9,496
New +$904K 0.64% 26

Other funds holding XLI

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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Shira Ridge Wealth Management's XLI Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.87% in Q2 2026, buying an estimated $86.2K and bringing the position to 57,580 shares worth $10.7M. The position accounts for 3.72% of the portfolio, ranked #9.

Shira Ridge Wealth Management first reported a position in XLI in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Shira Ridge Wealth Management held 57,580 shares of State Street Industrial Select Sector SPDR ETF worth $10.7M as of Q2 2026.
  • Shira Ridge Wealth Management bought 496 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $86.2K.
  • State Street Industrial Select Sector SPDR ETF made up 3.72% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Shira Ridge Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.