Southland Equity Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Southland Equity Partners’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	$383K	Buy	+2,068	New	+$359K	0.07%	209
2022 Q2	–	Sell	-4,221	Closed	-$435K	–	181
2022 Q1	$435K	Hold	4,221	–	–	0.18%	90
2021 Q4	$447K	Buy	4,221 +397	+10%	+$41.2K	0.18%	86
2021 Q3	$374K	Sell	3,824 -68	-2%	-$6.99K	0.17%	94
2021 Q2	$399K	Buy	3,892 +78	+2%	+$7.99K	0.19%	86
2021 Q1	$375K	Buy	+3,814	New	+$349K	0.21%	84

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

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

Southland Equity Partners's XLI Position: Q2 2026 in Review

Southland Equity Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 2,068 shares worth $383K. The stake represents 0.07% of the portfolio and ranks #209 among its holdings. This is a return to the name: Southland Equity Partners previously reported a position in XLI as recently as Q1 2022.

Southland Equity Partners first reported a position in XLI in Q1 2021 and has held it in 6 quarters since. The position peaked at $447K in Q4 2021. 443 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Southland Equity Partners held 2,068 shares of State Street Industrial Select Sector SPDR ETF worth $383K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Southland Equity Partners position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #209 holding.
Southland Equity Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2021 and has held it in 6 quarters since.
Southland Equity Partners's State Street Industrial Select Sector SPDR ETF position peaked at $447K in Q4 2021.
443 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.