Smith Salley Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Smith Salley 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	$1.23M	Sell	6,646 -28	-0.4%	-$4.87K	0.05%	147
2026 Q1	$1.08M	Sell	6,674 -144	-2%	-$24.2K	0.05%	146
2025 Q4	$1.06M	Sell	6,818 -25	-0.4%	-$3.85K	0.05%	149
2025 Q3	$1.06M	Sell	6,843 -25	-0.4%	-$3.79K	0.05%	150
2025 Q2	$1.01M	Sell	6,868 -45	-0.7%	-$6.14K	0.06%	144
2025 Q1	$906K	Sell	6,913 -75	-1%	-$10.1K	0.06%	146
2024 Q4	$921K	Hold	6,988	–	–	0.06%	146
2024 Q3	$946K	Hold	6,988	–	–	0.06%	143
2024 Q2	$852K	Sell	6,988 -265	-4%	-$32.7K	0.06%	146
2024 Q1	$914K	Sell	7,253 -47	-0.6%	-$5.53K	0.07%	133
2023 Q4	$832K	Hold	7,300	–	–	0.05%	150
2023 Q3	$740K	Sell	7,300 -171	-2%	-$18.3K	0.05%	147
2023 Q2	$802K	Sell	7,471 -425	-5%	-$42.8K	0.06%	140
2023 Q1	$799K	Sell	7,896 -277	-3%	-$27.9K	0.06%	140
2022 Q4	$803K	Sell	8,173 -432	-5%	-$41.1K	0.07%	140
2022 Q3	$713K	Sell	8,605 -800	-9%	-$73.7K	0.07%	139
2022 Q2	$821K	Buy	9,405 +800	+9%	+$75.4K	0.07%	138
2022 Q1	$886K	Sell	8,605 -193	-2%	-$19.6K	0.07%	148
2021 Q4	$931K	Buy	8,798 +1	+0%	+$104	0.07%	151
2021 Q3	$861K	Sell	8,797 -612	-7%	-$62.9K	0.07%	151
2021 Q2	$963K	Hold	9,409	–	–	0.08%	145
2021 Q1	$926K	Sell	9,409 -854	-8%	-$78.2K	0.08%	131
2020 Q4	$909K	Buy	10,263 +483	+5%	+$40.7K	0.09%	121
2020 Q3	$753K	Sell	9,780 -40	-0.4%	-$2.99K	0.09%	113
2020 Q2	$675K	Sell	9,820 -2,452	-20%	-$159K	0.09%	114
2020 Q1	$724K	Buy	12,272 +188	+2%	+$14.2K	0.12%	106
2019 Q4	$984K	Buy	12,084 +1,196	+11%	+$95.5K	0.13%	103
2019 Q3	$845K	Buy	10,888 +83	+0.8%	+$6.37K	0.12%	103
2019 Q2	$837K	Buy	10,805 +363	+3%	+$27.6K	0.13%	100
2019 Q1	$783K	Sell	10,442 -1,252	-11%	-$90.6K	0.13%	103
2018 Q4	$753K	Sell	11,694 -115	-1%	-$8.15K	0.14%	100
2018 Q3	$926K	Sell	11,809 -166	-1%	-$12.6K	0.15%	101
2018 Q2	$858K	Sell	11,975 -2,477	-17%	-$184K	0.15%	100
2018 Q1	$1.07M	Sell	14,452 -499	-3%	-$38.4K	0.19%	91
2017 Q4	$1.13M	Sell	14,951 -9,620	-39%	-$700K	0.2%	93
2017 Q3	$1.75M	Sell	24,571 -1,757	-7%	-$121K	0.33%	85
2017 Q2	$1.79M	Buy	26,328 +4,565	+21%	+$305K	0.36%	84
2017 Q1	$1.42M	Sell	21,763 -2	-0%	-$129	0.29%	87
2016 Q4	$1.35M	Buy	21,765 +164	+0.8%	+$9.88K	0.28%	87
2016 Q3	$1.26M	Sell	21,601 -141	-0.6%	-$8.19K	0.28%	86
2016 Q2	$1.22M	Buy	21,742 +20	+0.1%	+$1.11K	0.28%	88
2016 Q1	$1.21M	Sell	21,722 -443	-2%	-$22.9K	0.3%	87
2015 Q4	$1.18M	Sell	22,165 -2,039	-8%	-$109K	0.29%	90
2015 Q3	$1.21M	Sell	24,204 -1,554	-6%	-$81.8K	0.33%	86
2015 Q2	$1.39M	Sell	25,758 -466	-2%	-$26.1K	0.35%	81
2015 Q1	$1.46M	Sell	26,224 -448	-2%	-$25.2K	0.37%	79
2014 Q4	$1.51M	Sell	26,672 -2,226	-8%	-$122K	0.39%	77
2014 Q3	$1.54M	Buy	28,898 +1	+0%	+$54	0.41%	80
2014 Q2	$1.56M	Sell	28,897 -186	-0.6%	-$9.94K	0.42%	78
2014 Q1	$1.52M	Buy	29,083 +234	+0.8%	+$12K	0.95%	45
2013 Q4	$1.51M	Sell	28,849 -1,083	-4%	-$53.2K	0.98%	45
2013 Q3	$1.39M	Buy	29,932 +584	+2%	+$26.4K	1.12%	41
2013 Q2	$1.25M	Buy	+29,348	New	+$1.25M	1.01%	43

Other funds holding XLI

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

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

Smith Salley Wealth Management's XLI Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.42% in Q2 2026, selling an estimated $4.87K and leaving 6,646 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #147.

Smith Salley Wealth Management first reported a position in XLI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.79M in Q2 2017. 559 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Smith Salley Wealth Management held 6,646 shares of State Street Industrial Select Sector SPDR ETF worth $1.23M as of Q2 2026.
Smith Salley Wealth Management sold 28 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4.87K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Smith Salley Wealth Management's portfolio in Q2 2026, its #147 holding.
Smith Salley Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Smith Salley Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.79M in Q2 2017.
559 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.