Stone Summit Wealth
XLI icon

Stone Summit Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Stone Summit Wealth’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
Q3 		$316K Sell
1,895
-55
-3% -$9.8K 0.09% 117
2026
Q2 		$361K Buy
1,950
+180
+10% +$31.3K 0.09% 118
2026
Q1 		$286K Buy
1,770
+50
+3% +$8.39K 0.08% 125
2025
Q4 		$267K Sell
1,720
-15
-0.9% -$2.31K 0.07% 134
2025
Q3 		$268K Sell
1,735
-110
-6% -$16.7K 0.08% 131
2025
Q2 		$272K Sell
1,845
-145
-7% -$19.8K 0.08% 129
2025
Q1 		$261K Sell
1,990
-10
-0.5% -$1.35K 0.09% 130
2024
Q4 		$264K Sell
2,000
-5
-0.2% -$689 0.09% 127
2024
Q3 		$272K Sell
2,005
-23
-1% -$2.92K 0.09% 129
2024
Q2 		$247K Sell
2,028
-98
-5% -$12.1K 0.09% 131
2024
Q1 		$268K Sell
2,126
-37
-2% -$4.35K 0.09% 129
2023
Q4 		$247K Buy
+2,163
New +$227K 0.09% 132

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stone Summit Wealth's XLI Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.8% in Q3 2026, selling an estimated $9.8K and leaving 1,895 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #117.

Stone Summit Wealth first reported a position in XLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $361K in Q2 2026. 369 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Stone Summit Wealth held 1,895 shares of State Street Industrial Select Sector SPDR ETF worth $316K as of Q3 2026.
  • Stone Summit Wealth sold 55 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $9.8K.
  • State Street Industrial Select Sector SPDR ETF made up 0.09% of Stone Summit Wealth's portfolio in Q3 2026, its #117 holding.
  • Stone Summit Wealth first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Stone Summit Wealth's State Street Industrial Select Sector SPDR ETF position peaked at $361K in Q2 2026.
  • 369 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.