Straight Path Wealth Management
XLI icon

Straight Path Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Straight Path 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
Q3 		$368K Buy
2,205
+92
+4% +$16.4K 0.08% 95
2026
Q2 		$391K Buy
2,113
+196
+10% +$34.1K 0.09% 81
2026
Q1 		$310K Buy
1,917
+101
+6% +$17K 0.08% 91
2025
Q4 		$282K Buy
1,816
+4
+0.2% +$615 0.08% 101
2025
Q3 		$280K Buy
1,812
+4
+0.2% +$606 0.08% 108
2025
Q2 		$267K Buy
1,808
+4
+0.2% +$546 0.09% 95
2025
Q1 		$236K Sell
1,804
-93
-5% -$12.6K 0.1% 88
2024
Q4 		$250K Buy
1,897
+7
+0.4% +$965 0.1% 82
2024
Q3 		$256K Buy
1,890
+9
+0.5% +$1.14K 0.11% 82
2024
Q2 		$229K Buy
1,881
+95
+5% +$11.7K 0.12% 82
2024
Q1 		$225K Buy
1,786
+13
+0.7% +$1.53K 0.13% 79
2023
Q4 		$202K Buy
+1,773
New +$186K 0.12% 85

Other funds holding XLI

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 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

Straight Path Wealth Management's XLI Position: Q3 2026 in Review

Straight Path Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.4% in Q3 2026, buying an estimated $16.4K and bringing the position to 2,205 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #95.

Straight Path Wealth Management first reported a position in XLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $391K in Q2 2026. 586 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Straight Path Wealth Management held 2,205 shares of State Street Industrial Select Sector SPDR ETF worth $368K as of Q3 2026.
  • Straight Path Wealth Management bought 92 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $16.4K.
  • State Street Industrial Select Sector SPDR ETF made up 0.08% of Straight Path Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Straight Path Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
  • Straight Path Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $391K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.